Patriot Financial Group Insurance Agency’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,160
| Closed | -$47K | – | 1883 |
|
|
2022
Q2 | $47K | Sell |
4,160
-1,576
| -27% | -$17.8K | 0.01% | 758 |
|
|
2022
Q1 | $88K | Sell |
5,736
-901
| -14% | -$13.8K | 0.02% | 621 |
|
|
2021
Q4 | $105K | Sell |
6,637
-5,972
| -47% | -$94.5K | 0.02% | 645 |
|
|
2021
Q3 | $242K | Sell |
12,609
-11,475
| -48% | -$220K | 0.04% | 403 |
|
|
2021
Q2 | $528K | Buy |
24,084
+2,234
| +10% | +$49K | 0.1% | 218 |
|
|
2021
Q1 | $480K | Buy |
21,850
+1,948
| +10% | +$42.8K | 0.11% | 195 |
|
|
2020
Q4 | $694K | Buy |
+19,902
| New | +$694K | 0.17% | 128 |
|