Nisa Investment 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 | $25.1K | Buy |
709
+107
| +18% | +$3.78K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $21.1K | Buy |
602
+394
| +189% | +$13.8K | ﹤0.01% | 1849 |
|
|
2024
Q4 | $11.1K | Buy |
208
+47
| +29% | +$2.51K | ﹤0.01% | 2111 |
|
|
2024
Q3 | $6.2K | Buy |
161
+64
| +66% | +$2.47K | ﹤0.01% | 2180 |
|
|
2024
Q2 | $3.5K | Buy |
+97
| New | +$3.5K | ﹤0.01% | 2310 |
|