IWA
VTNR
IVC Wealth Advisors’s Vertex Energy, Inc VTNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,300
| Closed | -$38.3K | – | 170 |
|
|
2023
Q4 | $38.3K | Sell |
11,300
-3,250
| -22% | -$11K | 0.02% | 160 |
|
|
2023
Q3 | $64.7K | Buy |
14,550
+3,250
| +29% | +$14.5K | 0.04% | 151 |
|
|
2023
Q2 | $70.6K | Buy |
+11,300
| New | +$70.6K | 0.04% | 158 |
|