Kingswood Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,800
| Closed | -$1.02M | – | 899 |
|
|
2024
Q3 | $1.02M | Sell |
3,800
-270
| -7% | -$72.3K | 0.07% | 289 |
|
|
2024
Q2 | $1.1M | Buy |
4,070
+109
| +3% | +$29.4K | 0.1% | 214 |
|
|
2024
Q1 | $934K | Sell |
3,961
-618
| -13% | -$146K | 0.11% | 219 |
|
|
2023
Q4 | $1.09M | Sell |
4,579
-2,490
| -35% | -$595K | 0.12% | 179 |
|
|
2023
Q3 | $1.67M | Buy |
+7,069
| New | +$1.67M | 0.29% | 92 |
|