Blue Trust Inc’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8K | Buy |
1,664
+512
| +44% | +$18.1K | ﹤0.01% | 1308 |
|
|
2025
Q1 | $40.3K | Buy |
1,152
+79
| +7% | +$2.77K | ﹤0.01% | 1457 |
|
|
2024
Q4 | $57.2K | Sell |
1,073
-1,186
| -53% | -$63.3K | ﹤0.01% | 1231 |
|
|
2024
Q3 | $81.4K | Buy |
2,259
+1,483
| +191% | +$53.5K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $24.6K | Buy |
+776
| New | +$24.6K | ﹤0.01% | 1567 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | – | – | 2716 |
|
|
2023
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2704 |
|