IFP Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
2,703
-1,087
| -29% | -$44.7K | ﹤0.01% | 1571 |
|
|
2025
Q1 | $133K | Buy |
+3,790
| New | +$133K | ﹤0.01% | 1376 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3844 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4593 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$2K | – | 4385 |
|
|
2021
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2514 |
|
|
2020
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2503 |
|