Granite Bay Wealth Management’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,169
Closed -$276K 280
2023
Q4
$276K Sell
1,169
-2,175
-65% -$514K ﹤0.01% 286
2023
Q3
$788K Buy
+3,344
New +$788K 0.01% 230