Capital Directions Investment Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $30K | Buy |
+170
| New | +$30K | 0.01% | 153 |
|
|
2022
Q3 | – | Sell |
-170
| Closed | -$29K | – | 138 |
|
|
2022
Q2 | $29K | Hold |
170
| – | – | 0.01% | 154 |
|
|
2022
Q1 | $36K | Buy |
+170
| New | +$36K | 0.01% | 167 |
|
|
2021
Q4 | – | Sell |
-170
| Closed | -$34K | – | 231 |
|
|
2021
Q3 | $34K | Sell |
170
-100
| -37% | -$20K | 0.01% | 161 |
|
|
2021
Q2 | $47K | Buy |
+270
| New | +$47K | 0.01% | 125 |
|
|
2021
Q1 | – | Sell |
-170
| Closed | -$35K | – | 356 |
|
|
2020
Q4 | $35K | Hold |
170
| – | – | 0.01% | 126 |
|
|
2020
Q3 | $32K | Hold |
170
| – | – | 0.01% | 127 |
|
|
2020
Q2 | $29K | Hold |
170
| – | – | 0.01% | 132 |
|
|
2020
Q1 | $24K | Hold |
170
| – | – | 0.01% | 149 |
|
|
2019
Q4 | $25K | Hold |
170
| – | – | 0.01% | 178 |
|
|
2019
Q3 | $27K | Buy |
+170
| New | +$27K | 0.01% | 169 |
|