Dynamic Advisor Solutions’s Veren VRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29,783
| Closed | -$234K | – | 1014 |
|
|
2024
Q2 | $234K | Buy |
29,783
+8,236
| +38% | +$64.8K | 0.01% | 836 |
|
|
2024
Q1 | $176K | Sell |
21,547
-3,295
| -13% | -$27K | 0.01% | 875 |
|
|
2023
Q4 | $172K | Sell |
24,842
-503
| -2% | -$3.48K | 0.01% | 847 |
|
|
2023
Q3 | $210K | Buy |
25,345
+3,230
| +15% | +$26.8K | 0.01% | 772 |
|
|
2023
Q2 | $149K | Buy |
+22,115
| New | +$149K | 0.01% | 754 |
|