M&T Bank’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,466
| Closed | -$152K | – | 1639 |
|
|
2022
Q4 | $152K | Sell |
10,466
-46,108
| -82% | -$669K | ﹤0.01% | 1521 |
|
|
2022
Q3 | $774K | Buy |
56,574
+10,606
| +23% | +$145K | ﹤0.01% | 917 |
|
|
2022
Q2 | $520K | Buy |
45,968
+30,722
| +202% | +$348K | ﹤0.01% | 992 |
|
|
2022
Q1 | $234K | Buy |
15,246
+1,266
| +9% | +$19.4K | ﹤0.01% | 1319 |
|
|
2021
Q4 | $222K | Sell |
13,980
-1,814
| -11% | -$28.8K | ﹤0.01% | 1399 |
|
|
2021
Q3 | $304K | Buy |
15,794
+2,409
| +18% | +$46.4K | ﹤0.01% | 1226 |
|
|
2021
Q2 | $294K | Buy |
+13,385
| New | +$294K | ﹤0.01% | 1271 |
|
|
2021
Q1 | – | Sell |
-5,957
| Closed | -$207K | – | 1627 |
|
|
2020
Q4 | $207K | Sell |
5,957
-4,736
| -44% | -$165K | ﹤0.01% | 1507 |
|
|
2020
Q3 | $246K | Buy |
+10,693
| New | +$246K | ﹤0.01% | 1330 |
|