NewFocus Financial Group’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$310K Hold
1,491
0.09% 101
2020
Q3
$276K Sell
1,491
-150
-9% -$27.8K 0.09% 103
2020
Q2
$279K Hold
1,641
0.1% 99
2020
Q1
$229K Hold
1,641
0.11% 88
2019
Q4
$245K Hold
1,641
0.1% 96
2019
Q3
$260K Hold
1,641
0.11% 90
2019
Q2
$240K Hold
1,641
0.11% 87
2019
Q1
$218K Sell
1,641
-500
-23% -$66.4K 0.11% 84
2018
Q4
$233K Hold
2,141
0.14% 79
2018
Q3
$258K Hold
2,141
0.14% 69
2018
Q2
$230K Sell
2,141
-250
-10% -$26.9K 0.14% 68
2018
Q1
$249K Sell
2,391
-500
-17% -$52.1K 0.16% 67
2017
Q4
$278K Sell
2,891
-250
-8% -$24K 0.17% 63
2017
Q3
$261K Hold
3,141
0.17% 64
2017
Q2
$265K Sell
3,141
-250
-7% -$21.1K 0.15% 64
2017
Q1
$275K Sell
3,391
-250
-7% -$20.3K 0.17% 58
2016
Q4
$296K Hold
3,641
0.2% 51
2016
Q3
$296K Hold
3,641
0.21% 49
2016
Q2
$295K Hold
3,641
0.22% 47
2016
Q1
$291K Sell
3,641
-1,000
-22% -$79.9K 0.21% 44
2015
Q4
$357K Hold
4,641
0.25% 48
2015
Q3
$343K Sell
4,641
-500
-10% -$37K 0.26% 42
2015
Q2
$374K Hold
5,141
0.24% 42
2015
Q1
$367K Sell
5,141
-1,500
-23% -$107K 0.23% 42
2014
Q4
$425K Buy
+6,641
New +$425K 0.29% 42
2014
Q3
Sell
-6,641
Closed -$399K 45
2014
Q2
$399K Sell
6,641
-250
-4% -$15K 0.32% 37
2014
Q1
$413K Sell
6,891
-1,150
-14% -$68.9K 0.34% 36
2013
Q4
$528K Buy
+8,041
New +$528K 0.45% 34