Atria Investments’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,712
Closed -$350K 2053
2024
Q2
$350K Buy
+9,712
New +$350K ﹤0.01% 1500