BBA
Braun-Bostich & Associates’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-869
| Closed | -$205K | – | 148 |
|
|
2024
Q1 | $205K | Sell |
869
-471
| -35% | -$111K | 0.17% | 123 |
|
|
2023
Q4 | $320K | Sell |
1,340
-283
| -17% | -$67.6K | 0.29% | 89 |
|
|
2023
Q3 | $383K | Buy |
+1,623
| New | +$383K | 0.72% | 25 |
|
|
2020
Q4 | – | Sell |
-1,697
| Closed | -$314K | – | 222 |
|
|
2020
Q3 | $314K | Buy |
1,697
+1,581
| +1,363% | +$293K | 0.31% | 47 |
|
|
2020
Q2 | $20K | Buy |
116
+37
| +47% | +$6.38K | 0.02% | 169 |
|
|
2020
Q1 | $11K | Hold |
79
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $12K | Buy |
+79
| New | +$12K | 0.01% | 225 |
|
|
2019
Q3 | – | Sell |
-79
| Closed | -$12K | – | 296 |
|
|
2019
Q2 | $12K | Hold |
79
| – | – | 0.01% | 252 |
|
|
2019
Q1 | $11K | Sell |
79
-343
| -81% | -$47.8K | 0.01% | 263 |
|
|
2018
Q4 | $46K | Buy |
422
+79
| +23% | +$8.61K | 0.05% | 180 |
|
|
2018
Q3 | $41K | Buy |
343
+217
| +172% | +$25.9K | 0.04% | 185 |
|
|
2018
Q2 | $14K | Hold |
126
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $13K | Hold |
126
| – | – | 0.01% | 245 |
|
|
2017
Q4 | $12K | Buy |
+126
| New | +$12K | 0.01% | 238 |
|