BA
Bellwether Advisors’s Verisk Analytics VRSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-7,421
| Closed | -$1.68M | – | 125 |
|
2023
Q2 | $1.68M | Buy |
+7,421
| New | +$1.68M | 0.49% | 38 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 551 |
|
2022
Q2 | – | Sell |
-28
| Closed | -$6K | – | 595 |
|
2022
Q1 | $6K | Hold |
28
| – | – | ﹤0.01% | 350 |
|
2021
Q4 | $6K | Hold |
28
| – | – | ﹤0.01% | 383 |
|
2021
Q3 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 374 |
|