Eads & Heald Wealth Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,617
| Closed | -$285K | – | 150 |
|
|
2022
Q4 | $285K | Sell |
1,617
-1,874
| -54% | -$330K | 0.15% | 130 |
|
|
2022
Q3 | $595K | Sell |
3,491
-386
| -10% | -$65.8K | 0.34% | 103 |
|
|
2022
Q2 | $671K | Sell |
3,877
-3,247
| -46% | -$562K | 0.36% | 99 |
|
|
2022
Q1 | $1.53M | Sell |
7,124
-1,183
| -14% | -$254K | 0.71% | 66 |
|
|
2021
Q4 | $1.9M | Buy |
8,307
+151
| +2% | +$34.5K | 0.83% | 57 |
|
|
2021
Q3 | $1.63M | Buy |
+8,156
| New | +$1.63M | 0.79% | 60 |
|