Buckingham Strategic Wealth’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,383
| Closed | -$207K | – | 516 |
|
|
2019
Q4 | $207K | Buy |
1,383
+99
| +8% | +$14.8K | 0.02% | 436 |
|
|
2019
Q3 | $203K | Buy |
+1,284
| New | +$203K | 0.02% | 403 |
|
|
2019
Q1 | – | Sell |
-1,850
| Closed | -$202K | – | 427 |
|
|
2018
Q4 | $202K | Sell |
1,850
-275
| -13% | -$30K | 0.03% | 326 |
|
|
2018
Q3 | $256K | Buy |
2,125
+100
| +5% | +$12K | 0.04% | 294 |
|
|
2018
Q2 | $218K | Hold |
2,025
| – | – | 0.04% | 330 |
|
|
2018
Q1 | $211K | Buy |
+2,025
| New | +$211K | 0.04% | 284 |
|