Moneta Group Investment Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 719 |
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 548 |
|
2017
Q1 | – | Sell |
-3,207
| Closed | -$260K | – | 175 |
|
2016
Q4 | $260K | Buy |
+3,207
| New | +$260K | 0.05% | 140 |
|
2016
Q1 | – | Sell |
-5,000
| Closed | -$384K | – | 171 |
|
2015
Q4 | $384K | Buy |
+5,000
| New | +$384K | 0.09% | 93 |
|