Global Financial Private Client’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4
Closed -$140 1544
2025
Q1
$140 Buy
4
+2
+100% +$70 ﹤0.01% 1575
2024
Q4
$107 Buy
+2
New +$107 ﹤0.01% 1469