LPL Financial’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 |
-23,654
| Closed | -$2.73K | – | 5342 |
|
|
2024
Q3 | $2.73K | Buy |
+23,654
| New | +$2.73K | ﹤0.01% | 5047 |
|
|
2024
Q1 | – | Sell |
-11,887
| Closed | -$40.3K | – | 4952 |
|
|
2023
Q4 | $40.3K | Buy |
11,887
+286
| +2% | +$970 | ﹤0.01% | 4608 |
|
|
2023
Q3 | $51.6K | Hold |
11,601
| – | – | ﹤0.01% | 4460 |
|
|
2023
Q2 | $72.5K | Buy |
11,601
+944
| +9% | +$5.9K | ﹤0.01% | 4330 |
|
|
2023
Q1 | $105K | Buy |
10,657
+1
| +0% | +$10 | ﹤0.01% | 4168 |
|
|
2022
Q4 | $66.1K | Buy |
10,656
+200
| +2% | +$1.24K | ﹤0.01% | 4209 |
|
|
2022
Q3 | $65K | Sell |
10,456
-323
| -3% | -$2.01K | ﹤0.01% | 4161 |
|
|
2022
Q2 | $113K | Buy |
+10,779
| New | +$113K | ﹤0.01% | 4075 |
|
|
2017
Q4 | – | Sell |
-12,023
| Closed | -$9K | – | 3059 |
|
|
2017
Q3 | $9K | Sell |
12,023
-240
| -2% | -$180 | ﹤0.01% | 2843 |
|
|
2017
Q2 | $13K | Buy |
+12,263
| New | +$13K | ﹤0.01% | 2774 |
|
|
2016
Q2 | – | Sell |
-14,000
| Closed | -$25K | – | 3024 |
|
|
2016
Q1 | $25K | Hold |
14,000
| – | – | ﹤0.01% | 3049 |
|
|
2015
Q4 | $16K | Buy |
+14,000
| New | +$16K | ﹤0.01% | 3119 |
|
|
2014
Q3 | – | Sell |
-79,745
| Closed | -$774K | – | 2793 |
|
|
2014
Q2 | $774K | Buy |
+79,745
| New | +$774K | ﹤0.01% | 1508 |
|