Capital Investment Advisors’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,104
| Closed | -$29.4K | – | 686 |
|
|
2024
Q2 | $29.4K | Hold |
31,104
| – | – | ﹤0.01% | 635 |
|
|
2024
Q1 | $43.5K | Hold |
31,104
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $105K | Hold |
31,104
| – | – | ﹤0.01% | 594 |
|
|
2023
Q3 | $138K | Buy |
31,104
+1,103
| +4% | +$4.91K | ﹤0.01% | 568 |
|
|
2023
Q2 | $188K | Hold |
30,001
| – | – | 0.01% | 515 |
|
|
2023
Q1 | $296K | Hold |
30,001
| – | – | 0.01% | 445 |
|
|
2022
Q4 | $186K | Hold |
30,001
| – | – | 0.01% | 541 |
|
|
2022
Q3 | $187K | Hold |
30,001
| – | – | 0.01% | 507 |
|
|
2022
Q2 | $316K | Hold |
30,001
| – | – | 0.01% | 415 |
|
|
2022
Q1 | $298K | Hold |
30,001
| – | – | 0.01% | 461 |
|
|
2021
Q4 | $136K | Hold |
30,001
| – | – | ﹤0.01% | 579 |
|
|
2021
Q3 | $157K | Hold |
30,001
| – | – | 0.01% | 557 |
|
|
2021
Q2 | $397K | Buy |
+30,001
| New | +$397K | 0.01% | 398 |
|