Lindbrook Capital’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $735 | Hold |
21
| – | – | ﹤0.01% | 2534 |
|
|
2024
Q4 | $1.12K | Buy |
21
+3
| +17% | +$160 | ﹤0.01% | 2458 |
|
|
2024
Q3 | $693 | Buy |
18
+7
| +64% | +$270 | ﹤0.01% | 2584 |
|
|
2024
Q2 | $397 | Hold |
11
| – | – | ﹤0.01% | 2668 |
|
|
2024
Q1 | $349 | Buy |
+11
| New | +$349 | ﹤0.01% | 2555 |
|
|
2023
Q1 | – | Sell |
-67
| Closed | -$972 | – | 2941 |
|
|
2022
Q4 | $972 | Buy |
+67
| New | +$972 | ﹤0.01% | 2475 |
|