F/M Investments’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 |
-3,792
| Closed | -$202K | – | 412 |
|
|
2024
Q4 | $202K | Buy |
+3,792
| New | +$202K | 0.01% | 395 |
|
|
2024
Q3 | – | Sell |
-6,578
| Closed | -$237K | – | 359 |
|
|
2024
Q2 | $237K | Hold |
6,578
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $209K | Buy |
+6,578
| New | +$209K | 0.14% | 71 |
|