IWA
VERY

Inspirion Wealth Advisors’s Vericity, Inc. Common Stock VERY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-50,004
Closed -$572K 156
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% -$44.7K 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 +$405K 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% +$9.85K 0.13% 54
2021
Q1
$524K Sell
53,004
-25
-0% -$247 0.14% 55
2020
Q4
$531K Hold
53,029
0.15% 47
2020
Q3
$541K Buy
53,029
+3,025
+6% +$30.9K 0.19% 45
2020
Q2
$532K Hold
50,004
0.21% 42
2020
Q1
$398K Buy
+50,004
New +$398K 0.2% 43