Schubert & Co’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4	Closed	-$83	–	1462
2023 Q1	$83	Hold	4	–	–	﹤0.01%	1610
2022 Q4	$58	Buy	4 +1	+33%	+$15	﹤0.01%	1608
2022 Q3	$0	Buy	+3	New	–	﹤0.01%	1599