DPW
DiNuzzo Private Wealth’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213 | Hold |
6
| – | – | ﹤0.01% | 1237 |
|
|
2025
Q1 | $211 | Hold |
6
| – | – | ﹤0.01% | 1230 |
|
|
2024
Q4 | $321 | Hold |
6
| – | – | ﹤0.01% | 1198 |
|
|
2024
Q3 | $232 | Buy |
6
+3
| +100% | +$116 | ﹤0.01% | 1282 |
|
|
2024
Q2 | $109 | Buy |
3
+1
| +50% | +$36 | ﹤0.01% | 1336 |
|
|
2024
Q1 | $64 | Sell |
2
-1
| -33% | -$32 | ﹤0.01% | 1322 |
|
|
2023
Q4 | $81 | Buy |
+3
| New | +$81 | ﹤0.01% | 1339 |
|