Inspirion Wealth Advisors’s Vericity, Inc. Common Stock VERY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50,004
| Closed | -$572K | – | 158 |
|
|
2024
Q2 | $572K | Hold |
50,004
| – | – | 0.09% | 86 |
|
|
2024
Q1 | $568K | Hold |
50,004
| – | – | 0.09% | 83 |
|
|
2023
Q4 | $558K | Sell |
50,004
-4,000
| -7% | -$43.8K | 0.1% | 83 |
|
|
2023
Q3 | $319K | Hold |
54,004
| – | – | 0.06% | 102 |
|
|
2023
Q2 | $326K | Hold |
54,004
| – | – | 0.06% | 101 |
|
|
2023
Q1 | $398K | Hold |
54,004
| – | – | 0.08% | 91 |
|
|
2022
Q4 | $405K | Hold |
54,004
| – | – | 0.09% | 90 |
|
|
2022
Q3 | $405K | Buy |
+54,004
| New | +$381K | 0.09% | 82 |
|
|
2021
Q4 | – | Sell |
-54,004
| Closed | -$514K | – | 104 |
|
|
2021
Q3 | $514K | Hold |
54,004
| – | – | 0.12% | 57 |
|
|
2021
Q2 | $532K | Buy |
54,004
+1,000
| +2% | +$9.97K | 0.13% | 54 |
|
|
2021
Q1 | $524K | Sell |
53,004
-25
| -0% | -$250 | 0.14% | 55 |
|
|
2020
Q4 | $531K | Hold |
53,029
| – | – | 0.15% | 47 |
|
|
2020
Q3 | $541K | Buy |
53,029
+3,025
| +6% | +$27.1K | 0.19% | 45 |
|
|
2020
Q2 | $532K | Hold |
50,004
| – | – | 0.21% | 42 |
|
|
2020
Q1 | $398K | Buy |
+50,004
| New | +$625K | 0.2% | 43 |
|
Inspirion Wealth Advisors's VERY Position: Q3 2024 in Review
Inspirion Wealth Advisors sold out of Vericity, Inc. Common Stock (VERY) in Q3 2024, closing a stake of 50,004 shares — an estimated $572K sold.
Inspirion Wealth Advisors first reported a position in VERY in Q1 2020 and held it in 15 quarters. The position peaked at $572K in Q2 2024. 0 funds tracked by Wall St. Rank hold VERY as of Q3 2024.
- Inspirion Wealth Advisors reported no remaining Vericity, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
- Inspirion Wealth Advisors sold 50,004 Vericity, Inc. Common Stock shares in Q3 2024, an estimated $572K.
- Inspirion Wealth Advisors first reported a position in Vericity, Inc. Common Stock in Q1 2020 and held it in 15 quarters.
- Inspirion Wealth Advisors's Vericity, Inc. Common Stock position peaked at $572K in Q2 2024.
- 0 funds tracked by Wall St. Rank held Vericity, Inc. Common Stock as of Q3 2024.
Based on Inspirion Wealth Advisors's 13F filing for Q3 2024, filed 4 Oct 2024.