JFS Wealth Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778 | Buy |
22
+9
| +69% | +$318 | ﹤0.01% | 1623 |
|
|
2025
Q1 | $456 | Sell |
13
-10
| -43% | -$351 | ﹤0.01% | 1781 |
|
|
2024
Q4 | $1.23K | Hold |
23
| – | – | ﹤0.01% | 1636 |
|
|
2024
Q3 | $886 | Buy |
23
+11
| +92% | +$424 | ﹤0.01% | 1723 |
|
|
2024
Q2 | $433 | Hold |
12
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q1 | $382 | Hold |
12
| – | – | ﹤0.01% | 1830 |
|
|
2023
Q4 | $324 | Buy |
12
+2
| +20% | +$54 | ﹤0.01% | 1853 |
|
|
2023
Q3 | $231 | Buy |
10
+4
| +67% | +$92 | ﹤0.01% | 1846 |
|
|
2023
Q2 | $117 | Buy |
6
+2
| +50% | +$39 | ﹤0.01% | 1920 |
|
|
2023
Q1 | $83 | Hold |
4
| – | – | ﹤0.01% | 1902 |
|
|
2022
Q4 | $58 | Buy |
4
+3
| +300% | +$44 | ﹤0.01% | 1915 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1939 |
|