Parallel Advisors’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$318 Buy
2025
Q1
Sell
2024
Q4
$320 Hold
2024
Q3
$231 Hold
2024
Q2
$216 Buy
2024
Q1
Sell
2023
Q4
$377 Buy
2023
Q3
Sell
2023
Q2
$429 Hold
2023
Q1
$455 Buy
2022
Q3
Sell
2022
Q2
$1K Buy