Sigma Planning Corp’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,845	Closed	-$380K	–	1321
2025 Q1	$380K	Sell	10,845 -63	-0.6%	-$2.21K	0.01%	840
2024 Q4	$582K	Buy	10,908 +1,421	+15%	+$75.8K	0.02%	682
2024 Q3	$365K	Buy	+9,487	New	+$365K	0.01%	873