RFWA
RPg Family Wealth Advisory’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-79
| Closed | -$17K | – | 321 |
|
|
2022
Q1 | $17K | Hold |
79
| – | – | 0.01% | 223 |
|
|
2021
Q4 | $18.1K | Hold |
79
| – | – | 0.01% | 230 |
|
|
2021
Q3 | $15.8K | Hold |
79
| – | – | 0.01% | 246 |
|
|
2021
Q2 | $13.8K | Buy |
+79
| New | +$13.8K | 0.01% | 254 |
|
|
2020
Q4 | $26.2K | Hold |
126
| – | – | 0.01% | 203 |
|
|
2020
Q3 | $23.3K | Hold |
126
| – | – | 0.01% | 206 |
|
|
2020
Q2 | $21.4K | Hold |
126
| – | – | 0.01% | 208 |
|
|
2020
Q1 | $17.6K | Sell |
126
-28,884
| -100% | -$4.03M | 0.01% | 199 |
|
|
2019
Q4 | $4.33M | Sell |
29,010
-462
| -2% | -$69K | 2.49% | 11 |
|
|
2019
Q3 | $4.66M | Sell |
29,472
-907
| -3% | -$143K | 2.82% | 8 |
|
|
2019
Q2 | $4.45M | Sell |
30,379
-7,663
| -20% | -$1.12M | 2.64% | 10 |
|
|
2019
Q1 | $5.06M | Buy |
38,042
+116
| +0.3% | +$15.4K | 2.99% | 7 |
|
|
2018
Q4 | $4.14M | Sell |
37,926
-1,321
| -3% | -$144K | 4.02% | 8 |
|
|
2018
Q3 | $4.73M | Sell |
39,247
-57
| -0.1% | -$6.87K | 3.56% | 6 |
|
|
2018
Q2 | $4.23M | Buy |
+39,304
| New | +$4.23M | 3.28% | 6 |
|