KWM
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Keebeck Wealth Management’s Vertex VERX Stock Holding History

Keebeck Wealth Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-44,101
Closed -$1.4M – 284
2024
Q1 		$1.4M Buy
44,101
+13,059
+42% +$415K 0.21% 120
2023
Q4 		$836K Buy
+31,042
New +$836K 0.14% 138