Harbor Capital Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,463
| Closed | -$505K | – | 1546 |
|
|
2024
Q4 | $505K | Sell |
9,463
-325
| -3% | -$17.3K | 0.02% | 554 |
|
|
2024
Q3 | $377K | Buy |
9,788
+1,168
| +14% | +$45K | 0.02% | 609 |
|
|
2024
Q2 | $311K | Sell |
8,620
-8,101
| -48% | -$292K | 0.02% | 603 |
|
|
2024
Q1 | $531K | Buy |
+16,721
| New | +$531K | 0.07% | 384 |
|