Credit Suisse’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.87M | Buy |
58,978
+872
| +2% | +$27.7K | ﹤0.01% | 1893 |
|
|
2023
Q4 | $1.57M | Buy |
58,106
+4,438
| +8% | +$120K | ﹤0.01% | 2038 |
|
|
2023
Q3 | $1.24M | Buy |
53,668
+50
| +0.1% | +$1.16K | ﹤0.01% | 2143 |
|
|
2023
Q2 | $1.05M | Buy |
53,618
+8,662
| +19% | +$169K | ﹤0.01% | 2335 |
|
|
2023
Q1 | $930K | Buy |
44,956
+1,248
| +3% | +$25.8K | ﹤0.01% | 2358 |
|
|
2022
Q4 | $634K | Buy |
43,708
+10,728
| +33% | +$156K | ﹤0.01% | 2615 |
|
|
2022
Q3 | $451K | Buy |
32,980
+11,193
| +51% | +$153K | ﹤0.01% | 2826 |
|
|
2022
Q2 | $247K | Buy |
21,787
+2,357
| +12% | +$26.7K | ﹤0.01% | 3231 |
|
|
2022
Q1 | $298K | Buy |
19,430
+2,037
| +12% | +$31.2K | ﹤0.01% | 3217 |
|
|
2021
Q4 | $276K | Sell |
17,393
-177
| -1% | -$2.81K | ﹤0.01% | 3328 |
|
|
2021
Q3 | $338K | Buy |
17,570
+6
| +0% | +$115 | ﹤0.01% | 3210 |
|
|
2021
Q2 | $385K | Sell |
17,564
-4,149
| -19% | -$90.9K | ﹤0.01% | 3162 |
|
|
2021
Q1 | $477K | Buy |
21,713
+4,728
| +28% | +$104K | ﹤0.01% | 2982 |
|
|
2020
Q4 | $591K | Buy |
+16,985
| New | +$591K | ﹤0.01% | 2892 |
|