Segment Wealth Management’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $62.3K | Hold |
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|
2024
Q2 | $509K | Hold |
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|
2024
Q1 | $754K | Hold |
|
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|
2023
Q4 | $1.83M | Hold |
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|
2023
Q3 | $2.4M | Hold |
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|
2023
Q2 | $3.37M | Hold |
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|
2023
Q1 | $5.32M | Hold |
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|
2022
Q4 | $3.34M | Hold |
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|
2022
Q3 | $3.36M | Hold |
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|
2022
Q2 | $5.67M | Hold |
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|
2022
Q1 | $5.36M | Hold |
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|
2021
Q4 | $2.44M | Hold |
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|
2021
Q3 | $2.82M | Hold |
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|
2021
Q2 | $7.13M | Hold |
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|
2021
Q1 | $760K | Hold |
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|
2020
Q4 | $384K | Hold |
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|
2020
Q3 | $269K | Buy |
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|
2020
Q2 | $344K | Hold |
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|
2020
Q1 | $290K | Buy |
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|
2019
Q4 | $722K | Hold |
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|
2019
Q3 | $534K | Sell |
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|
2019
Q2 | $709K | Buy |
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|
2019
Q1 | $175K | Hold |
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|
2018
Q4 | $110K | Sell |
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|
2018
Q3 | $917K | Sell |
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|
2018
Q2 | $588K | Buy |
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|
2018
Q1 | $566K | Hold |
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|
2017
Q4 | $475K | Hold |
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|
2017
Q3 | $384K | Sell |
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|
2017
Q2 | $541K | Hold |
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|
2017
Q1 | $561K | Hold |
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|
2016
Q4 | $663K | Sell |
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|
2016
Q3 | $583K | Hold |
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|
2016
Q2 | $674K | Buy |
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|
2016
Q1 | $987K | Hold |
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|
2015
Q4 | $557K | Buy |
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|
2015
Q3 | $1.06M | Hold |
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|
2015
Q2 | $1.18M | Sell |
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|
2015
Q1 | $1.85M | Buy |
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|
2014
Q4 | $44K | Sell |
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|
2014
Q3 | $97K | Buy |
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