Beacon Capital Management Inc (Ohio)’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 |
-1,425
| Closed | -$251K | – | 126 |
|
|
2022
Q4 | $251K | Hold |
1,425
| – | – | 0.01% | 26 |
|
|
2022
Q3 | $243K | Hold |
1,425
| – | – | 0.01% | 26 |
|
|
2022
Q2 | $247K | Hold |
1,425
| – | – | 0.01% | 28 |
|
|
2022
Q1 | $306K | Sell |
1,425
-237
| -14% | -$50.9K | 0.01% | 28 |
|
|
2021
Q4 | $380K | Hold |
1,662
| – | – | 0.01% | 29 |
|
|
2021
Q3 | $333K | Sell |
1,662
-1,660
| -50% | -$333K | 0.01% | 27 |
|
|
2021
Q2 | $580K | Hold |
3,322
| – | – | 0.02% | 23 |
|
|
2021
Q1 | $587K | Hold |
3,322
| – | – | 0.02% | 20 |
|
|
2020
Q4 | $690K | Hold |
3,322
| – | – | 0.03% | 20 |
|
|
2020
Q3 | $616K | Buy |
3,322
+247
| +8% | +$45.8K | 0.03% | 20 |
|
|
2020
Q2 | $523K | Buy |
+3,075
| New | +$523K | 0.03% | 19 |
|