Parallel Advisors’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318 | Buy |
+9
| New | +$318 | ﹤0.01% | 3342 |
|
|
2025
Q1 | – | Sell |
-6
| Closed | -$320 | – | 3668 |
|
|
2024
Q4 | $320 | Hold |
6
| – | – | ﹤0.01% | 3284 |
|
|
2024
Q3 | $231 | Hold |
6
| – | – | ﹤0.01% | 3274 |
|
|
2024
Q2 | $216 | Buy |
+6
| New | +$216 | ﹤0.01% | 3181 |
|
|
2024
Q1 | – | Sell |
-14
| Closed | -$377 | – | 3409 |
|
|
2023
Q4 | $377 | Buy |
+14
| New | +$377 | ﹤0.01% | 3098 |
|
|
2023
Q3 | – | Sell |
-22
| Closed | -$429 | – | 3474 |
|
|
2023
Q2 | $429 | Hold |
22
| – | – | ﹤0.01% | 3125 |
|
|
2023
Q1 | $455 | Buy |
+22
| New | +$455 | ﹤0.01% | 3142 |
|
|
2022
Q3 | – | Sell |
-128
| Closed | -$1K | – | 3511 |
|
|
2022
Q2 | $1K | Buy |
+128
| New | +$1K | ﹤0.01% | 2857 |
|