Pathstone Holdings’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
14,980
+6
| +0% | +$212 | ﹤0.01% | 1698 |
|
|
2025
Q1 | $524K | Sell |
14,974
-112
| -0.7% | -$3.92K | ﹤0.01% | 1689 |
|
|
2024
Q4 | $805K | Hold |
15,086
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q3 | $581K | Buy |
15,086
+53
| +0.4% | +$2.04K | ﹤0.01% | 1651 |
|
|
2024
Q2 | $542K | Buy |
15,033
+54
| +0.4% | +$1.95K | ﹤0.01% | 1644 |
|
|
2024
Q1 | $476K | Sell |
14,979
-39
| -0.3% | -$1.24K | ﹤0.01% | 1693 |
|
|
2023
Q4 | $405K | Buy |
+15,018
| New | +$405K | ﹤0.01% | 1642 |
|