Hillsdale Investment Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-139,082
| Closed | -$5.36M | – | 687 |
|
|
2024
Q3 | $5.36M | Buy |
139,082
+1,100
| +0.8% | +$42.4K | 0.41% | 58 |
|
|
2024
Q2 | $4.97M | Sell |
137,982
-4,700
| -3% | -$169K | 0.39% | 63 |
|
|
2024
Q1 | $4.53M | Buy |
142,682
+11,300
| +9% | +$359K | 0.36% | 90 |
|
|
2023
Q4 | $3.54M | Sell |
131,382
-200
| -0.2% | -$5.39K | 0.29% | 136 |
|
|
2023
Q3 | $3.04M | Hold |
131,582
| – | – | 0.28% | 142 |
|
|
2023
Q2 | $2.57M | Buy |
+131,582
| New | +$2.57M | 0.24% | 153 |
|