Circle Wealth Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,128
| Closed | -$913K | – | 180 |
|
|
2022
Q1 | $913K | Buy |
4,128
+2,199
| +114% | +$486K | 0.12% | 75 |
|
|
2021
Q4 | $441K | Sell |
1,929
-883
| -31% | -$202K | 0.06% | 135 |
|
|
2021
Q3 | $563K | Hold |
2,812
| – | – | 0.08% | 107 |
|
|
2021
Q2 | $491K | Buy |
2,812
+468
| +20% | +$81.7K | 0.07% | 127 |
|
|
2021
Q1 | $414K | Sell |
2,344
-157
| -6% | -$27.7K | 0.07% | 127 |
|
|
2020
Q4 | $519K | Buy |
2,501
+463
| +23% | +$96.1K | 0.07% | 139 |
|
|
2020
Q3 | $378K | Buy |
2,038
+664
| +48% | +$123K | 0.06% | 135 |
|
|
2020
Q2 | $234K | Buy |
+1,374
| New | +$234K | 0.04% | 172 |
|