Cetera Advisor Networks’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$279K Sell
8,782
-2,354
-21% -$74.8K ﹤0.01% 2345
2023
Q4
$300K Buy
11,136
+719
+7% +$19.4K ﹤0.01% 2248
2023
Q3
$241K Sell
10,417
-1,378
-12% -$31.8K ﹤0.01% 2298
2023
Q2
$230K Buy
+11,795
New +$230K ﹤0.01% 2259