JFS Wealth Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778 | Buy |
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|
2025
Q1 | $456 | Sell |
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|
2024
Q4 | $1.23K | Hold |
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|
2024
Q3 | $886 | Buy |
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|
2024
Q2 | $433 | Hold |
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|
2024
Q1 | $382 | Hold |
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|
2023
Q4 | $324 | Buy |
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|
2023
Q3 | $231 | Buy |
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|
2023
Q2 | $117 | Buy |
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|
2023
Q1 | $83 | Hold |
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|
2022
Q4 | $58 | Buy |
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|
2022
Q3 | $0 | Buy |
|