Avantax Planning Partners’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,224	Closed	-$392K	–	389
2022 Q4	$392K	Sell	2,224 -208	-9%	-$36.7K	0.02%	260
2022 Q3	$415K	Buy	+2,432	New	+$415K	0.02%	242
2018 Q2	–	Sell	-17	Closed	-$2K	–	1446
2018 Q1	$2K	Buy	+17	New	+$2K	﹤0.01%	1633