Ardsley Advisory Partners’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-47,000
| Closed | -$1.65M | – | 170 |
|
|
2025
Q1 | $1.65M | Buy |
+47,000
| New | +$1.65M | 0.32% | 70 |
|
|
2023
Q4 | – | Sell |
-61,000
| Closed | -$1.41M | – | 145 |
|
|
2023
Q3 | $1.41M | Sell |
61,000
-39,300
| -39% | -$908K | 0.31% | 59 |
|
|
2023
Q2 | $1.96M | Sell |
100,300
-10,600
| -10% | -$207K | 0.33% | 51 |
|
|
2023
Q1 | $2.29M | Buy |
110,900
+23,700
| +27% | +$490K | 0.5% | 44 |
|
|
2022
Q4 | $1.27M | Buy |
87,200
+10,700
| +14% | +$155K | 0.26% | 52 |
|
|
2022
Q3 | $1.05M | Buy |
+76,500
| New | +$1.05M | 0.23% | 50 |
|