Cetera Investment Advisers’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
6,852
-1,718
| -20% | -$60.7K | ﹤0.01% | 3577 |
|
|
2025
Q1 | $300K | Buy |
8,570
+925
| +12% | +$32.4K | ﹤0.01% | 3268 |
|
|
2024
Q4 | $408K | Buy |
7,645
+588
| +8% | +$31.4K | ﹤0.01% | 2849 |
|
|
2024
Q3 | $272K | Sell |
7,057
-5,829
| -45% | -$224K | ﹤0.01% | 3157 |
|
|
2024
Q2 | $465K | Sell |
12,886
-3,950
| -23% | -$142K | ﹤0.01% | 2655 |
|
|
2024
Q1 | $535K | Buy |
+16,836
| New | +$535K | ﹤0.01% | 2555 |
|