Principal Securities’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353 Hold
10
﹤0.01% 3536
2025
Q1
$534 Hold
10
﹤0.01% 3339
2024
Q4
$534 Hold
10
﹤0.01% 3333
2024
Q3
$385 Buy
+10
New +$385 ﹤0.01% 3310