Fulcrum Equity Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,713
| Closed | -$2.85M | – | 210 |
|
|
2020
Q4 | $2.85M | Buy |
13,713
+2,247
| +20% | +$467K | 1.14% | 25 |
|
|
2020
Q3 | $2.13M | Buy |
11,466
+1,135
| +11% | +$210K | 0.99% | 31 |
|
|
2020
Q2 | $1.76M | Buy |
10,331
+5,201
| +101% | +$885K | 0.83% | 19 |
|
|
2020
Q1 | $715K | Buy |
5,130
+1,309
| +34% | +$182K | 0.51% | 6 |
|
|
2019
Q4 | $571K | Buy |
3,821
+137
| +4% | +$20.5K | 0.3% | 51 |
|
|
2019
Q3 | $583K | Buy |
3,684
+340
| +10% | +$53.8K | 0.3% | 36 |
|
|
2019
Q2 | $523K | Sell |
3,344
-267
| -7% | -$41.8K | 0.25% | 42 |
|
|
2019
Q1 | $480K | Sell |
3,611
-4,399
| -55% | -$585K | 0.16% | 37 |
|
|
2018
Q4 | $873K | Buy |
+8,010
| New | +$873K | 0.32% | 9 |
|