NewEdge 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 | $19.3K | Hold |
545
| – | – | ﹤0.01% | 2973 |
|
|
2025
Q1 | $19.1K | Hold |
545
| – | – | ﹤0.01% | 2882 |
|
|
2024
Q4 | $29.1K | Buy |
545
+154
| +39% | +$8.22K | ﹤0.01% | 2694 |
|
|
2024
Q3 | $15.1K | Buy |
391
+130
| +50% | +$5.01K | ﹤0.01% | 2805 |
|
|
2024
Q2 | $9.41K | Buy |
261
+68
| +35% | +$2.45K | ﹤0.01% | 2875 |
|
|
2024
Q1 | $6.13K | Hold |
193
| – | – | ﹤0.01% | 3063 |
|
|
2023
Q4 | $5.2K | Buy |
+193
| New | +$5.2K | ﹤0.01% | 3114 |
|