Carson Wealth (CWM LLC)’s Vertex Energy, Inc VTNR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-243
| Closed | – | – | 5253 |
|
2024
Q2 | $0 | Buy |
+243
| New | – | ﹤0.01% | 5028 |
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$5K | – | 4828 |
|
2023
Q4 | $5K | Buy |
1,500
+1,451
| +2,961% | +$4.84K | ﹤0.01% | 3561 |
|
2023
Q3 | $0 | Buy |
+49
| New | – | ﹤0.01% | 4587 |
|
2022
Q3 | – | Sell |
-15
| Closed | – | – | 4220 |
|
2022
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 4122 |
|