Carson Wealth (CWM LLC)’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Buy |
127
+1
| +0.8% | +$31 | ﹤0.01% | 4716 |
|
|
2025
Q1 | $4K | Buy |
126
+65
| +107% | +$2.06K | ﹤0.01% | 4569 |
|
|
2024
Q4 | $3K | Buy |
61
+21
| +53% | +$1.03K | ﹤0.01% | 4462 |
|
|
2024
Q3 | $2K | Buy |
40
+28
| +233% | +$1.4K | ﹤0.01% | 4469 |
|
|
2024
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 4970 |
|