Balboa Wealth 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
Q4 | – | Sell |
-1,253
| Closed | -$296K | – | 323 |
|
|
2023
Q3 | $296K | Sell |
1,253
-84
| -6% | -$19.8K | 0.11% | 155 |
|
|
2023
Q2 | $302K | Sell |
1,337
-394
| -23% | -$89K | 0.11% | 154 |
|
|
2023
Q1 | $332K | Sell |
1,731
-2,911
| -63% | -$558K | 0.13% | 148 |
|
|
2022
Q4 | $819K | Sell |
4,642
-4,653
| -50% | -$821K | 0.37% | 66 |
|
|
2022
Q3 | $1.59M | Buy |
+9,295
| New | +$1.59M | 0.7% | 27 |
|