Avion Wealth’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$1K | – | 1344 |
|
|
2024
Q3 | $1K | Buy |
+10,000
| New | +$1K | ﹤0.01% | 948 |
|
|
2023
Q2 | – | Sell |
-465
| Closed | -$2K | – | 1088 |
|
|
2023
Q1 | $2K | Hold |
465
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $2K | Hold |
465
| – | – | ﹤0.01% | 391 |
|
|
2022
Q3 | $3K | Hold |
465
| – | – | ﹤0.01% | 379 |
|
|
2022
Q2 | $5K | Hold |
465
| – | – | ﹤0.01% | 337 |
|
|
2022
Q1 | $5K | Hold |
465
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $2K | Hold |
465
| – | – | ﹤0.01% | 344 |
|
|
2021
Q3 | $2K | Hold |
465
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $6K | Buy |
+465
| New | +$6K | ﹤0.01% | 265 |
|