Canada Life’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
7,311
+2,055
| +39% | +$72.8K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $184K | Hold |
5,256
| – | – | ﹤0.01% | 1727 |
|
|
2024
Q4 | $280K | Sell |
5,256
-9,373
| -64% | -$499K | ﹤0.01% | 1713 |
|
|
2024
Q3 | $564K | Buy |
14,629
+9,373
| +178% | +$361K | ﹤0.01% | 1654 |
|
|
2024
Q2 | $190K | Hold |
5,256
| – | – | ﹤0.01% | 1819 |
|
|
2024
Q1 | $167K | Hold |
5,256
| – | – | ﹤0.01% | 1860 |
|
|
2023
Q4 | $141K | Hold |
5,256
| – | – | ﹤0.01% | 1885 |
|
|
2023
Q3 | $121K | Buy |
5,256
+3,272
| +165% | +$75.3K | ﹤0.01% | 1928 |
|
|
2023
Q2 | $39K | Hold |
1,984
| – | – | ﹤0.01% | 2032 |
|
|
2023
Q1 | $41K | Hold |
1,984
| – | – | ﹤0.01% | 2099 |
|
|
2022
Q4 | $29K | Hold |
1,984
| – | – | ﹤0.01% | 2186 |
|
|
2022
Q3 | $27K | Hold |
1,984
| – | – | ﹤0.01% | 2210 |
|
|
2022
Q2 | $22K | Hold |
1,984
| – | – | ﹤0.01% | 2246 |
|
|
2022
Q1 | $32K | Hold |
1,984
| – | – | ﹤0.01% | 2269 |
|
|
2021
Q4 | $31K | Hold |
1,984
| – | – | ﹤0.01% | 2292 |
|
|
2021
Q3 | $38K | Hold |
1,984
| – | – | ﹤0.01% | 2303 |
|
|
2021
Q2 | $43K | Hold |
1,984
| – | – | ﹤0.01% | 2317 |
|
|
2021
Q1 | $43K | Hold |
1,984
| – | – | ﹤0.01% | 2336 |
|
|
2020
Q4 | $69K | Buy |
+1,984
| New | +$69K | ﹤0.01% | 2188 |
|