Dynamic Technology Lab’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,020
| Closed | -$268K | – | 1382 |
|
|
2024
Q4 | $268K | Sell |
5,020
-13,083
| -72% | -$698K | 0.04% | 679 |
|
|
2024
Q3 | $697K | Buy |
+18,103
| New | +$697K | 0.07% | 453 |
|
|
2022
Q1 | – | Sell |
-16,750
| Closed | -$266K | – | 1550 |
|
|
2021
Q4 | $266K | Buy |
+16,750
| New | +$266K | 0.03% | 845 |
|
|
2021
Q3 | – | Sell |
-12,210
| Closed | -$268K | – | 1489 |
|
|
2021
Q2 | $268K | Sell |
12,210
-3,750
| -23% | -$82.3K | 0.03% | 836 |
|
|
2021
Q1 | $351K | Buy |
+15,960
| New | +$351K | 0.04% | 736 |
|