Key Financial Inc’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24K | Hold |
35
| – | – | ﹤0.01% | 1247 |
|
|
2025
Q1 | $1.23K | Hold |
35
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q4 | $1.87K | Hold |
35
| – | – | ﹤0.01% | 1159 |
|
|
2024
Q3 | $1.35K | Hold |
35
| – | – | ﹤0.01% | 1154 |
|
|
2024
Q2 | $1.26K | Hold |
35
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q1 | $1.11K | Hold |
35
| – | – | ﹤0.01% | 1172 |
|
|
2023
Q4 | $943 | Hold |
35
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q3 | $808 | Hold |
35
| – | – | ﹤0.01% | 1212 |
|
|
2023
Q2 | $682 | Hold |
35
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q1 | $724 | Hold |
35
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q4 | $478 | Hold |
35
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 926 |
|
|
2021
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 892 |
|
|
2021
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 839 |
|
|
2021
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 752 |
|
|
2020
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 700 |
|