Glen Eagle Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12
| Closed | -$231 | – | 1082 |
|
|
2021
Q3 | $231 | Hold |
12
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q2 | $263 | Hold |
12
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q1 | $264 | Hold |
12
| – | – | ﹤0.01% | 981 |
|
|
2020
Q4 | $418 | Hold |
12
| – | – | ﹤0.01% | 948 |
|
|
2020
Q3 | $276 | Buy |
+12
| New | +$276 | ﹤0.01% | 894 |
|