Carroll Financial Associates’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $58K | Sell |
259
-5
| -2% | -$1.12K | ﹤0.01% | 690 |
|
|
2021
Q3 | $52K | Sell |
264
-1
| -0.4% | -$197 | ﹤0.01% | 732 |
|
|
2021
Q2 | $46K | Buy |
265
+1
| +0.4% | +$174 | ﹤0.01% | 842 |
|
|
2021
Q1 | $46K | Hold |
264
| – | – | ﹤0.01% | 792 |
|
|
2020
Q4 | $54K | Sell |
264
-4
| -1% | -$818 | ﹤0.01% | 682 |
|
|
2020
Q3 | $49K | Buy |
268
+63
| +31% | +$11.5K | ﹤0.01% | 660 |
|
|
2020
Q2 | $34K | Sell |
205
-7
| -3% | -$1.16K | ﹤0.01% | 743 |
|
|
2020
Q1 | $29K | Sell |
212
-10
| -5% | -$1.37K | ﹤0.01% | 709 |
|
|
2019
Q4 | $33K | Sell |
222
-214
| -49% | -$31.8K | ﹤0.01% | 763 |
|
|
2019
Q3 | $68K | Sell |
436
-4
| -0.9% | -$624 | 0.01% | 574 |
|
|
2019
Q2 | $64K | Sell |
440
-12
| -3% | -$1.75K | 0.01% | 575 |
|
|
2019
Q1 | $60K | Hold |
452
| – | – | 0.01% | 533 |
|
|
2018
Q4 | $49K | Buy |
452
+211
| +88% | +$22.9K | 0.01% | 492 |
|
|
2018
Q3 | $29K | Hold |
241
| – | – | ﹤0.01% | 615 |
|
|
2018
Q2 | $25K | Hold |
241
| – | – | ﹤0.01% | 624 |
|
|
2018
Q1 | $25K | Sell |
241
-12
| -5% | -$1.25K | ﹤0.01% | 619 |
|
|
2017
Q4 | $24K | Hold |
253
| – | – | ﹤0.01% | 619 |
|
|
2017
Q3 | $21K | Sell |
253
-55
| -18% | -$4.57K | ﹤0.01% | 645 |
|
|
2017
Q2 | $25K | Buy |
308
+27
| +10% | +$2.19K | ﹤0.01% | 629 |
|
|
2017
Q1 | $22K | Hold |
281
| – | – | ﹤0.01% | 644 |
|
|
2016
Q4 | $22K | Hold |
281
| – | – | ﹤0.01% | 620 |
|
|
2016
Q3 | $22K | Hold |
281
| – | – | ﹤0.01% | 634 |
|
|
2016
Q2 | $22K | Hold |
281
| – | – | ﹤0.01% | 603 |
|
|
2016
Q1 | $22K | Buy |
281
+5
| +2% | +$391 | ﹤0.01% | 593 |
|
|
2015
Q4 | $21K | Buy |
276
+14
| +5% | +$1.07K | ﹤0.01% | 576 |
|
|
2015
Q3 | $20K | Sell |
262
-2
| -0.8% | -$153 | ﹤0.01% | 577 |
|
|
2015
Q2 | $19K | Buy |
264
+152
| +136% | +$10.9K | ﹤0.01% | 577 |
|
|
2015
Q1 | $8K | Buy |
112
+57
| +104% | +$4.07K | ﹤0.01% | 563 |
|
|
2014
Q4 | $4K | Sell |
55
-98
| -64% | -$7.13K | ﹤0.01% | 614 |
|
|
2014
Q3 | $9K | Hold |
153
| – | – | ﹤0.01% | 582 |
|
|
2014
Q2 | $1K | Buy |
153
+60
| +65% | +$392 | ﹤0.01% | 875 |
|
|
2014
Q1 | $6K | Buy |
+93
| New | +$6K | ﹤0.01% | 628 |
|