Lenox Wealth Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $77K | Sell |
453
-6
| -1% | -$1.02K | 0.02% | 218 |
|
|
2020
Q1 | $63K | Hold |
459
| – | – | 0.02% | 225 |
|
|
2019
Q4 | $69K | Sell |
459
-186
| -29% | -$28K | 0.02% | 249 |
|
|
2019
Q3 | $102K | Sell |
645
-2
| -0.3% | -$316 | 0.03% | 206 |
|
|
2019
Q2 | $94K | Hold |
647
| – | – | 0.03% | 196 |
|
|
2019
Q1 | $86K | Buy |
647
+16
| +3% | +$2.13K | 0.03% | 195 |
|
|
2018
Q4 | $69K | Buy |
631
+172
| +37% | +$18.8K | 0.02% | 191 |
|
|
2018
Q3 | $55K | Hold |
459
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $49K | Hold |
459
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $47K | Sell |
459
-194
| -30% | -$19.9K | 0.02% | 217 |
|
|
2017
Q4 | $63K | Hold |
653
| – | – | 0.02% | 190 |
|
|
2017
Q3 | $54K | Sell |
653
-23
| -3% | -$1.9K | 0.02% | 209 |
|
|
2017
Q2 | $57K | Sell |
676
-150
| -18% | -$12.6K | 0.02% | 197 |
|
|
2017
Q1 | $67K | Sell |
826
-650
| -44% | -$52.7K | 0.05% | 79 |
|
|
2016
Q4 | $120K | Sell |
1,476
-207
| -12% | -$16.8K | 0.09% | 53 |
|
|
2016
Q3 | $136K | Hold |
1,683
| – | – | 0.11% | 45 |
|
|
2016
Q2 | $136K | Sell |
1,683
-151
| -8% | -$12.2K | 0.1% | 45 |
|
|
2016
Q1 | $147K | Sell |
1,834
-542
| -23% | -$43.4K | 0.1% | 46 |
|
|
2015
Q4 | $183K | Sell |
2,376
-855
| -26% | -$65.9K | 0.14% | 35 |
|
|
2015
Q3 | $239K | Sell |
3,231
-71
| -2% | -$5.25K | 0.2% | 20 |
|
|
2015
Q2 | $240K | Sell |
3,302
-45
| -1% | -$3.27K | 0.18% | 23 |
|
|
2015
Q1 | $239K | Sell |
3,347
-3,946
| -54% | -$282K | 0.17% | 24 |
|
|
2014
Q4 | $455K | Buy |
7,293
+3,643
| +100% | +$227K | 0.3% | 14 |
|
|
2014
Q3 | $222K | Sell |
3,650
-61
| -2% | -$3.71K | 0.15% | 28 |
|
|
2014
Q2 | $223K | Sell |
3,711
-327
| -8% | -$19.7K | 0.15% | 31 |
|
|
2014
Q1 | $242K | Sell |
4,038
-308
| -7% | -$18.5K | 0.12% | 32 |
|
|
2013
Q4 | $286K | Buy |
+4,346
| New | +$286K | 0.19% | 30 |
|