Private Trust Company’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
287
+27
| +10% | +$954 | ﹤0.01% | 1811 |
|
|
2025
Q1 | $9.1K | Buy |
260
+28
| +12% | +$980 | ﹤0.01% | 1837 |
|
|
2024
Q4 | $12.4K | Hold |
232
| – | – | ﹤0.01% | 1676 |
|
|
2024
Q3 | $8.93K | Hold |
232
| – | – | ﹤0.01% | 1768 |
|
|
2024
Q2 | $8.36K | Buy |
232
+45
| +24% | +$1.62K | ﹤0.01% | 1747 |
|
|
2024
Q1 | $5.94K | Buy |
187
+76
| +68% | +$2.41K | ﹤0.01% | 1850 |
|
|
2023
Q4 | $2.99K | Buy |
+111
| New | +$2.99K | ﹤0.01% | 2061 |
|