Moody Aldrich Partners’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-231,096	Closed	-$5.08M	–	194
2021 Q1	$5.08M	Buy	231,096 +3,683	+2%	+$80.9K	0.73%	57
2020 Q4	$7.93M	Buy	227,413 +79,422	+54%	+$2.77M	1.28%	18
2020 Q3	$3.4M	Buy	+147,991	New	+$3.4M	0.71%	65