Aptus Capital Advisors’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,754
| Closed | -$2.17K | – | 1463 |
|
|
2024
Q3 | $2.17K | Buy |
18,754
+1,290
| +7% | +$149 | ﹤0.01% | 1185 |
|
|
2024
Q2 | $16.5K | Hold |
17,464
| – | – | ﹤0.01% | 990 |
|
|
2024
Q1 | $24.4K | Buy |
17,464
+7,323
| +72% | +$10.3K | ﹤0.01% | 947 |
|
|
2023
Q4 | $34.4K | Sell |
10,141
-400
| -4% | -$1.36K | ﹤0.01% | 709 |
|
|
2023
Q3 | $46.9K | Buy |
10,541
+300
| +3% | +$1.34K | ﹤0.01% | 695 |
|
|
2023
Q2 | $64K | Hold |
10,241
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $101K | Sell |
10,241
-4,344
| -30% | -$42.9K | ﹤0.01% | 516 |
|
|
2022
Q4 | $90.4K | Sell |
14,585
-873
| -6% | -$5.41K | ﹤0.01% | 540 |
|
|
2022
Q3 | $96K | Buy |
+15,458
| New | +$96K | ﹤0.01% | 495 |
|
|
2022
Q2 | – | Sell |
-14,839
| Closed | -$148K | – | 737 |
|
|
2022
Q1 | $148K | Sell |
14,839
-228
| -2% | -$2.27K | ﹤0.01% | 437 |
|
|
2021
Q4 | $69K | Hold |
15,067
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $79K | Hold |
15,067
| – | – | ﹤0.01% | 373 |
|
|
2021
Q2 | $200K | Buy |
+15,067
| New | +$200K | 0.01% | 339 |
|