Avidian Wealth Enterprises’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $2.47M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $766K | Buy |
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|
2022
Q2 | $830K | Buy |
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|
2022
Q1 | $698K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $37K | Sell |
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|
2017
Q2 | $153K | Hold |
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|
2017
Q1 | $159K | Sell |
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|
2016
Q4 | $306K | Buy |
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|
2016
Q3 | $257K | Hold |
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|
2016
Q2 | $297 | Hold |
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|
2016
Q1 | $436K | Hold |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $479K | Hold |
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|
2015
Q2 | $530K | Sell |
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|
2015
Q1 | $2.96M | Buy |
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|
2014
Q4 | $1.73M | Sell |
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|
2014
Q3 | $5.57M | Buy |
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|
2014
Q2 | $5.59M | Buy |
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