FSWA
Financial Synergies Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$472 | – | 465 |
|
|
2024
Q1 | $472 | Hold |
2
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $353 | Hold |
2
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $473 | Hold |
2
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $453 | Hold |
2
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $384 | Hold |
2
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $353 | Hold |
2
| – | – | ﹤0.01% | 405 |
|
|
2022
Q3 | $342 | Hold |
2
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $347 | Buy |
+2
| New | +$347 | ﹤0.01% | 415 |
|