Raymond James & Associates’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $417K | Buy |
10,818
+1,105
| +11% | +$42.6K | ﹤0.01% | 3193 |
|
|
2024
Q2 | $350K | Sell |
9,713
-355
| -4% | -$12.8K | ﹤0.01% | 3252 |
|
|
2024
Q1 | $320K | Buy |
10,068
+439
| +5% | +$13.9K | ﹤0.01% | 3315 |
|
|
2023
Q4 | $259K | Sell |
9,629
-83
| -0.9% | -$2.24K | ﹤0.01% | 3350 |
|
|
2023
Q3 | $224K | Buy |
+9,712
| New | +$224K | ﹤0.01% | 3372 |
|