Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-192
| Closed | -$40K | – | 702 |
|
|
2020
Q4 | $40K | Hold |
192
| – | – | 0.02% | 115 |
|
|
2020
Q3 | $36K | Hold |
192
| – | – | 0.03% | 114 |
|
|
2020
Q2 | $32K | Hold |
192
| – | – | 0.03% | 113 |
|
|
2020
Q1 | $26K | Hold |
192
| – | – | 0.03% | 115 |
|
|
2019
Q4 | $28K | Hold |
192
| – | – | 0.02% | 124 |
|
|
2019
Q3 | $30K | Hold |
192
| – | – | 0.04% | 114 |
|
|
2019
Q2 | $28K | Hold |
192
| – | – | 0.04% | 115 |
|
|
2019
Q1 | $26K | Buy |
+192
| New | +$26K | 0.02% | 140 |
|