Caption Management’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
1015
2024
Q3
Hold
0
867
2024
Q2
Hold
0
840
2023
Q2
Sell
-1,537
Closed -$31.8K 764
2023
Q1
$31.8K Buy
+1,537
New +$31.8K ﹤0.01% 308