International Assets Investment Management’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-53	Closed	-$2K	–	1841
2021 Q1	$2K	Buy	53 +28	+112%	+$1.06K	﹤0.01%	2050
2020 Q4	$1K	Buy	+25	New	+$1K	﹤0.01%	2037