Atria Wealth Solutions’s Vertex Energy, Inc VTNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-337,640
| Closed | -$39K | – | 2094 |
|
|
2024
Q3 | $39K | Buy |
337,640
+26,500
| +9% | +$3.06K | ﹤0.01% | 1878 |
|
|
2024
Q2 | $294K | Sell |
311,140
-1,502
| -0.5% | -$1.42K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $438K | Buy |
312,642
+52,100
| +20% | +$72.9K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $883K | Sell |
260,542
-1,500
| -0.6% | -$5.09K | 0.01% | 914 |
|
|
2023
Q3 | $1.17M | Buy |
262,042
+28,220
| +12% | +$126K | 0.02% | 742 |
|
|
2023
Q2 | $1.46M | Hold |
233,822
| – | – | 0.02% | 685 |
|
|
2023
Q1 | $2.31M | Sell |
233,822
-2,000
| -0.8% | -$19.8K | 0.03% | 496 |
|
|
2022
Q4 | $1.46M | Sell |
235,822
-2,300
| -1% | -$14.3K | 0.02% | 612 |
|
|
2022
Q3 | $1.48M | Sell |
238,122
-8,000
| -3% | -$49.8K | 0.03% | 587 |
|
|
2022
Q2 | $2.59M | Sell |
246,122
-57,000
| -19% | -$600K | 0.05% | 356 |
|
|
2022
Q1 | $3.01M | Buy |
+303,122
| New | +$3.01M | 0.05% | 371 |
|