Holistic Financial Partners’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,521
| Closed | -$912K | – | 115 |
|
|
2021
Q2 | $912K | Hold |
4,521
| – | – | 0.54% | 28 |
|
|
2021
Q1 | $972K | Buy |
4,521
+190
| +4% | +$40.8K | 0.64% | 25 |
|
|
2020
Q4 | $1.02M | Buy |
4,331
+74
| +2% | +$17.5K | 0.71% | 25 |
|
|
2020
Q3 | $1.16M | Buy |
4,257
+41
| +1% | +$11.2K | 0.93% | 17 |
|
|
2020
Q2 | $1.22M | Hold |
4,216
| – | – | 1.06% | 14 |
|
|
2020
Q1 | $1M | Buy |
4,216
+339
| +9% | +$80.6K | 1.04% | 19 |
|
|
2019
Q4 | $849K | Hold |
3,877
| – | – | 0.51% | 27 |
|
|
2019
Q3 | $657K | Buy |
+3,877
| New | +$657K | 0.58% | 22 |
|
|
2019
Q2 | – | Sell |
-3,897
| Closed | -$717K | – | 104 |
|
|
2019
Q1 | $717K | Hold |
3,897
| – | – | 0.3% | 42 |
|
|
2018
Q4 | $646K | Hold |
3,897
| – | – | 0.67% | 21 |
|
|
2018
Q3 | $751K | Buy |
+3,897
| New | +$751K | 0.7% | 20 |
|
|
2018
Q2 | – | Sell |
-3,917
| Closed | -$638K | – | 362 |
|
|
2018
Q1 | $638K | Sell |
3,917
-115
| -3% | -$18.7K | 0.53% | 24 |
|
|
2017
Q4 | $604K | Buy |
+4,032
| New | +$604K | 0.5% | 25 |
|