Atom Investors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,749
| Closed | -$360K | – | 644 |
|
|
2024
Q4 | $360K | Buy |
+6,749
| New | +$360K | 0.04% | 347 |
|
|
2023
Q4 | – | Sell |
-28,538
| Closed | -$659K | – | 553 |
|
|
2023
Q3 | $659K | Buy |
28,538
+6,173
| +28% | +$143K | 0.15% | 187 |
|
|
2023
Q2 | $436K | Sell |
22,365
-39,280
| -64% | -$766K | 0.17% | 123 |
|
|
2023
Q1 | $1.28M | Sell |
61,645
-27,282
| -31% | -$564K | 0.69% | 30 |
|
|
2022
Q4 | $1.29M | Sell |
88,927
-7,160
| -7% | -$104K | 0.64% | 39 |
|
|
2022
Q3 | $1.31M | Buy |
+96,087
| New | +$1.31M | 0.46% | 61 |
|