Crewe Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-239
| Closed | -$64.4K | – | 990 |
|
|
2024
Q2 | $64.4K | Buy |
239
+32
| +15% | +$8.63K | 0.01% | 332 |
|
|
2024
Q1 | $48.8K | Buy |
+207
| New | +$48.8K | 0.01% | 365 |
|
|
2023
Q3 | – | Sell |
-38
| Closed | -$8.59K | – | 914 |
|
|
2023
Q2 | $8.59K | Buy |
38
+6
| +19% | +$1.36K | ﹤0.01% | 421 |
|
|
2023
Q1 | $6.14K | Buy |
32
+3
| +10% | +$576 | ﹤0.01% | 611 |
|
|
2022
Q4 | $5.12K | Sell |
29
-57
| -66% | -$10.1K | ﹤0.01% | 669 |
|
|
2022
Q3 | $15K | Buy |
86
+27
| +46% | +$4.71K | ﹤0.01% | 554 |
|
|
2022
Q2 | $10K | Buy |
+59
| New | +$10K | ﹤0.01% | 605 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 466 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 455 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 451 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 614 |
|