CWA
Constellation Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $331K | Hold |
4,475
| – | – | 0.04% | 71 |
|
|
2015
Q2 | $326K | Hold |
4,475
| – | – | 0.03% | 154 |
|
|
2015
Q1 | $320K | Hold |
4,475
| – | – | 0.03% | 161 |
|
|
2014
Q4 | $287K | Hold |
4,475
| – | – | 0.02% | 160 |
|
|
2014
Q3 | $272K | Hold |
4,475
| – | – | 0.03% | 176 |
|
|
2014
Q2 | $269K | Buy |
+4,475
| New | +$269K | 0.03% | 157 |
|