HWM
VTNR
HighMark Wealth Management’s Vertex Energy, Inc VTNR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-345
| Closed | -$40 | – | 632 |
|
2024
Q3 | $40 | Hold |
345
| – | – | ﹤0.01% | 586 |
|
2024
Q2 | $326 | Hold |
345
| – | – | ﹤0.01% | 551 |
|
2024
Q1 | $483 | Hold |
345
| – | – | ﹤0.01% | 527 |
|
2023
Q4 | $1.17K | Hold |
345
| – | – | ﹤0.01% | 498 |
|
2023
Q3 | $1.54K | Hold |
345
| – | – | ﹤0.01% | 478 |
|
2023
Q2 | $2.16K | Hold |
345
| – | – | ﹤0.01% | 449 |
|
2023
Q1 | $3.41K | Sell |
345
-18,000
| -98% | -$178K | ﹤0.01% | 450 |
|
2022
Q4 | $114K | Sell |
18,345
-22,000
| -55% | -$136K | 0.09% | 73 |
|
2022
Q3 | $251K | Buy |
40,345
+40,000
| +11,594% | +$249K | 0.21% | 37 |
|
2022
Q2 | $4K | Sell |
345
-1,000
| -74% | -$11.6K | ﹤0.01% | 387 |
|
2022
Q1 | $13K | Buy |
+1,345
| New | +$13K | 0.01% | 231 |
|