Ropes Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-260
| Closed | -$54K | – | 773 |
|
|
2020
Q4 | $54K | Hold |
260
| – | – | 0.01% | 373 |
|
|
2020
Q3 | $48K | Hold |
260
| – | – | 0.01% | 342 |
|
|
2020
Q2 | $44K | Hold |
260
| – | – | 0.01% | 319 |
|
|
2020
Q1 | $36K | Hold |
260
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $39K | Hold |
260
| – | – | 0.01% | 353 |
|
|
2019
Q3 | $41K | Sell |
260
-34
| -12% | -$5.36K | 0.01% | 355 |
|
|
2019
Q2 | $43K | Hold |
294
| – | – | 0.01% | 355 |
|
|
2019
Q1 | $39K | Buy |
+294
| New | +$39K | 0.01% | 358 |
|
|
2017
Q1 | – | Sell |
-150
| Closed | -$12K | – | 563 |
|
|
2016
Q4 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 437 |
|