MCF Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Hold |
357
| – | – | ﹤0.01% | 616 |
|
|
2025
Q1 | $12.5K | Buy |
357
+31
| +10% | +$1.09K | ﹤0.01% | 614 |
|
|
2024
Q4 | $17.4K | Sell |
326
-208
| -39% | -$11.1K | ﹤0.01% | 580 |
|
|
2024
Q3 | $20.6K | Sell |
534
-379
| -42% | -$14.6K | ﹤0.01% | 548 |
|
|
2024
Q2 | $32.9K | Sell |
913
-596
| -39% | -$21.5K | ﹤0.01% | 457 |
|
|
2024
Q1 | $47.9K | Sell |
1,509
-57
| -4% | -$1.81K | ﹤0.01% | 381 |
|
|
2023
Q4 | $42.2K | Sell |
1,566
-8
| -0.5% | -$216 | ﹤0.01% | 396 |
|
|
2023
Q3 | $36.4K | Buy |
1,574
+184
| +13% | +$4.25K | ﹤0.01% | 396 |
|
|
2023
Q2 | $27.1K | Hold |
1,390
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $28.8K | Buy |
1,390
+411
| +42% | +$8.5K | ﹤0.01% | 430 |
|
|
2022
Q4 | $14.2K | Buy |
979
+242
| +33% | +$3.51K | ﹤0.01% | 491 |
|
|
2022
Q3 | $10K | Buy |
+737
| New | +$10K | ﹤0.01% | 558 |
|