Mosaic Family Wealth’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-213
| Closed | -$39K | – | 593 |
|
|
2019
Q1 | $39K | Hold |
213
| – | – | 0.02% | 341 |
|
|
2018
Q4 | $35K | Buy |
213
+34
| +19% | +$5.59K | 0.01% | 350 |
|
|
2018
Q3 | $30K | Hold |
179
| – | – | 0.01% | 378 |
|
|
2018
Q2 | $30K | Sell |
179
-41
| -19% | -$6.87K | 0.01% | 382 |
|
|
2018
Q1 | $36K | Sell |
220
-150
| -41% | -$24.5K | 0.01% | 353 |
|
|
2017
Q4 | $55K | Sell |
370
-932
| -72% | -$139K | 0.02% | 309 |
|
|
2017
Q3 | $198K | Buy |
1,302
+41
| +3% | +$6.24K | 0.08% | 186 |
|
|
2017
Q2 | $163K | Hold |
1,261
| – | – | 0.07% | 200 |
|
|
2017
Q1 | $138K | Sell |
1,261
-37
| -3% | -$4.05K | 0.06% | 223 |
|
|
2016
Q4 | $96K | Buy |
1,298
+377
| +41% | +$27.9K | 0.04% | 262 |
|
|
2016
Q3 | $80K | Sell |
921
-44
| -5% | -$3.82K | 0.04% | 279 |
|
|
2016
Q2 | $84K | Sell |
965
-107
| -10% | -$9.31K | 0.04% | 274 |
|
|
2016
Q1 | $85K | Buy |
1,072
+40
| +4% | +$3.17K | 0.04% | 271 |
|
|
2015
Q4 | $129K | Buy |
+1,032
| New | +$129K | 0.06% | 187 |
|