Heritage Wealth Management (Arizona)’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $547K | Buy |
3,102
+1,566
| +102% | +$276K | 0.08% | 195 |
|
|
2022
Q3 | $262K | Buy |
1,536
+32
| +2% | +$5.46K | 0.08% | 176 |
|
|
2022
Q2 | $260K | Sell |
1,504
-4
| -0.3% | -$692 | 0.09% | 182 |
|
|
2022
Q1 | $324K | Buy |
+1,508
| New | +$324K | 0.09% | 177 |
|
|
2021
Q3 | $310K | Sell |
1,550
-95
| -6% | -$19K | 0.11% | 147 |
|
|
2021
Q2 | $287K | Buy |
+1,645
| New | +$287K | 0.11% | 161 |
|