CreativeOne Wealth’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,829	Closed	-$500K	–	699
2021 Q1	$500K	Buy	2,829 +1,661	+142%	+$294K	0.04%	330
2020 Q4	$243K	Buy	+1,168	New	+$243K	0.02%	434