FinTrust Capital Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.3K | Hold |
87
| – | – | ﹤0.01% | 768 |
|
|
2024
Q2 | $23.5K | Buy |
87
+12
| +16% | +$3.24K | ﹤0.01% | 712 |
|
|
2024
Q1 | $17.7K | Hold |
75
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $17.9K | Sell |
75
-3
| -4% | -$717 | ﹤0.01% | 698 |
|
|
2023
Q3 | $18.4K | Sell |
78
-13
| -14% | -$3.07K | ﹤0.01% | 665 |
|
|
2023
Q2 | $16.1K | Hold |
91
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $16.1K | Hold |
91
| – | – | ﹤0.01% | 685 |
|
|
2022
Q4 | $16.1K | Hold |
91
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $16K | Buy |
91
+17
| +23% | +$2.99K | ﹤0.01% | 773 |
|
|
2022
Q2 | $14K | Buy |
+74
| New | +$14K | ﹤0.01% | 804 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$8K | – | 1168 |
|
|
2020
Q4 | $8K | Sell |
40
-5
| -11% | -$1K | ﹤0.01% | 894 |
|
|
2020
Q3 | $8 | Hold |
45
| – | – | ﹤0.01% | 863 |
|
|
2020
Q2 | $8K | Hold |
45
| – | – | ﹤0.01% | 762 |
|
|
2020
Q1 | $6K | Sell |
45
-121
| -73% | -$16.1K | ﹤0.01% | 855 |
|
|
2019
Q4 | $25K | Sell |
166
-225
| -58% | -$33.9K | 0.01% | 593 |
|
|
2019
Q3 | $62K | Buy |
391
+166
| +74% | +$26.3K | 0.02% | 387 |
|
|
2019
Q2 | $33K | Sell |
225
-88
| -28% | -$12.9K | 0.01% | 494 |
|
|
2019
Q1 | $42K | Hold |
313
| – | – | 0.02% | 422 |
|
|
2018
Q4 | $34K | Buy |
+313
| New | +$34K | 0.02% | 457 |
|