Jones Financial Companies’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.35K Buy
97
+75
+341% +$2.59K ﹤0.01% 3280
2025
Q1
$782 Sell
22
-18
-45% -$640 ﹤0.01% 3448
2024
Q4
$2.13K Hold
40
﹤0.01% 2983
2024
Q3
$1.47K Buy
+40
New +$1.47K ﹤0.01% 2741