Evoke Wealth’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,228
| Closed | -$761K | – | 386 |
|
|
2024
Q1 | $761K | Buy |
+3,228
| New | +$761K | 0.02% | 199 |
|
|
2023
Q4 | – | Sell |
-9,193
| Closed | -$2.17M | – | 356 |
|
|
2023
Q3 | $2.17M | Sell |
9,193
-3,496
| -28% | -$826K | 0.08% | 112 |
|
|
2023
Q2 | $2.87M | Sell |
12,689
-4,213
| -25% | -$952K | 0.1% | 94 |
|
|
2023
Q1 | $3.24M | Buy |
16,902
+2,461
| +17% | +$472K | 0.12% | 86 |
|
|
2022
Q4 | $2.55M | Buy |
14,441
+2,121
| +17% | +$374K | 0.09% | 100 |
|
|
2022
Q3 | $2.1M | Sell |
12,320
-2,653
| -18% | -$452K | 0.08% | 98 |
|
|
2022
Q2 | $2.59M | Sell |
14,973
-961
| -6% | -$166K | 0.1% | 97 |
|
|
2022
Q1 | $3.42M | Sell |
15,934
-963
| -6% | -$207K | 0.11% | 88 |
|
|
2021
Q4 | $3.87M | Buy |
16,897
+39
| +0.2% | +$8.92K | 0.12% | 89 |
|
|
2021
Q3 | $3.38M | Sell |
16,858
-214
| -1% | -$42.9K | 0.13% | 93 |
|
|
2021
Q2 | $2.98M | Buy |
17,072
+16,921
| +11,206% | +$2.96M | 0.11% | 100 |
|
|
2021
Q1 | $27K | Hold |
151
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $31K | Buy |
151
+140
| +1,273% | +$28.7K | ﹤0.01% | 439 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 873 |
|
|
2020
Q2 | $2K | Sell |
11
-3
| -21% | -$545 | ﹤0.01% | 907 |
|
|
2020
Q1 | $1.95K | Sell |
14
-38
| -73% | -$5.3K | ﹤0.01% | 802 |
|
|
2019
Q4 | $7.77K | Buy |
52
+7
| +16% | +$1.05K | ﹤0.01% | 815 |
|
|
2019
Q3 | $7.12K | Buy |
+45
| New | +$7.12K | ﹤0.01% | 904 |
|