Disciplined Investments’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2
Closed -$39 1487
2023
Q2
$39 Hold
2
﹤0.01% 1668
2023
Q1
$41 Buy
+2
New +$41 ﹤0.01% 1646