OAM
Optimal Asset Management’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,505
| Closed | -$520K | – | 427 |
|
|
2020
Q4 | $520K | Sell |
2,505
-2,505
| -50% | -$520K | 0.07% | 332 |
|
|
2020
Q3 | $928K | Sell |
5,010
-1,295
| -21% | -$240K | 0.13% | 241 |
|
|
2020
Q2 | $1.07M | Buy |
+6,305
| New | +$1.07M | 0.17% | 199 |
|
|
2020
Q1 | – | Sell |
-9,821
| Closed | -$1.47M | – | 408 |
|
|
2019
Q4 | $1.47M | Buy |
+9,821
| New | +$1.47M | 0.22% | 176 |
|