Arete Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,049
| Closed | -$519K | – | 415 |
|
|
2020
Q2 | $519K | Sell |
3,049
-3,255
| -52% | -$554K | 0.09% | 214 |
|
|
2020
Q1 | $879K | Sell |
6,304
-422
| -6% | -$58.8K | 0.17% | 132 |
|
|
2019
Q4 | $1M | Sell |
6,726
-368
| -5% | -$54.9K | 0.17% | 133 |
|
|
2019
Q3 | $1.12M | Hold |
7,094
| – | – | 0.21% | 117 |
|
|
2019
Q2 | $1.04M | Sell |
7,094
-94
| -1% | -$13.8K | 0.2% | 126 |
|
|
2019
Q1 | $956K | Sell |
7,188
-627
| -8% | -$83.4K | 0.2% | 131 |
|
|
2018
Q4 | $852K | Buy |
+7,815
| New | +$852K | 0.21% | 123 |
|