EverSource Wealth Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01K | Buy |
255
+55
| +28% | +$1.94K | ﹤0.01% | 2866 |
|
|
2025
Q1 | $7K | Buy |
200
+13
| +7% | +$455 | ﹤0.01% | 2319 |
|
|
2024
Q4 | $9.98K | Buy |
187
+19
| +11% | +$1.01K | ﹤0.01% | 1995 |
|
|
2024
Q3 | $6.47K | Buy |
168
+7
| +4% | +$270 | ﹤0.01% | 2109 |
|
|
2024
Q2 | $6.38K | Hold |
161
| – | – | ﹤0.01% | 2117 |
|
|
2024
Q1 | $4.69K | Buy |
+161
| New | +$4.69K | ﹤0.01% | 2083 |
|