RhumbLine Advisers’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
97,489
+13,337
| +16% | +$471K | ﹤0.01% | 1605 |
|
|
2025
Q1 | $2.95M | Buy |
84,152
+4,477
| +6% | +$157K | ﹤0.01% | 1618 |
|
|
2024
Q4 | $4.25M | Buy |
79,675
+3,900
| +5% | +$208K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $2.92M | Buy |
75,775
+2,565
| +4% | +$98.8K | ﹤0.01% | 1694 |
|
|
2024
Q2 | $2.64M | Buy |
73,210
+71,992
| +5,911% | +$2.6M | ﹤0.01% | 1736 |
|
|
2024
Q1 | $38.7K | Hold |
1,218
| – | – | ﹤0.01% | 3681 |
|
|
2023
Q4 | $32.8K | Buy |
1,218
+100
| +9% | +$2.69K | ﹤0.01% | 3703 |
|
|
2023
Q3 | $25.8K | Hold |
1,118
| – | – | ﹤0.01% | 3745 |
|
|
2023
Q2 | $21.8K | Buy |
+1,118
| New | +$21.8K | ﹤0.01% | 3799 |
|