Lindbrook Capital’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$735 Hold
2024
Q4
$1.12K Buy
2024
Q3
$693 Buy
2024
Q2
$397 Hold
2024
Q1
$349 Buy
2023
Q1
Sell
2022
Q4
$972 Buy