Potomac Capital Management’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $610K | Sell |
180,000
-17,545
| -9% | -$59.5K | 0.71% | 32 |
|
|
2023
Q3 | $879K | Sell |
197,545
-3,455
| -2% | -$15.4K | 1.12% | 22 |
|
|
2023
Q2 | $1.26M | Buy |
201,000
+55,700
| +38% | +$348K | 1.29% | 17 |
|
|
2023
Q1 | $1.44M | Buy |
145,300
+28,300
| +24% | +$280K | 1.5% | 18 |
|
|
2022
Q4 | $725K | Hold |
117,000
| – | – | 0.85% | 34 |
|
|
2022
Q3 | $729K | Buy |
117,000
+44,000
| +60% | +$274K | 0.83% | 33 |
|
|
2022
Q2 | $768K | Sell |
73,000
-72,000
| -50% | -$757K | 0.89% | 36 |
|
|
2022
Q1 | $1.44M | Buy |
145,000
+40,000
| +38% | +$398K | 1.24% | 23 |
|
|
2021
Q4 | $476K | Buy |
+105,000
| New | +$476K | 0.42% | 51 |
|