LMG Wealth Partners’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,985
| Closed | -$3K | – | 136 |
|
|
2024
Q3 | $3K | Sell |
25,985
-1,200
| -4% | -$139 | ﹤0.01% | 123 |
|
|
2024
Q2 | $25.7K | Sell |
27,185
-781
| -3% | -$738 | 0.01% | 122 |
|
|
2024
Q1 | $39.2K | Buy |
27,966
+9,944
| +55% | +$13.9K | 0.01% | 121 |
|
|
2023
Q4 | $61.1K | Hold |
18,022
| – | – | 0.02% | 106 |
|
|
2023
Q3 | $80.2K | Buy |
18,022
+1,000
| +6% | +$4.45K | 0.02% | 102 |
|
|
2023
Q2 | $106K | Hold |
17,022
| – | – | 0.03% | 103 |
|
|
2023
Q1 | $168K | Sell |
17,022
-1,000
| -6% | -$9.88K | 0.05% | 102 |
|
|
2022
Q4 | $129K | Buy |
+18,022
| New | +$129K | 0.04% | 106 |
|