IPW
IronBridge Private Wealth’s Verisk Analytics VRSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-566
| Closed | -$129K | – | 291 |
|
2021
Q4 | $129K | Hold |
566
| – | – | 0.07% | 44 |
|
2021
Q3 | $113K | Hold |
566
| – | – | 0.06% | 40 |
|
2021
Q2 | $99K | Hold |
566
| – | – | 0.06% | 42 |
|
2021
Q1 | $100K | Hold |
566
| – | – | 0.06% | 43 |
|
2020
Q4 | $117K | Buy |
+566
| New | +$117K | 0.09% | 36 |
|