SignatureFD’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
38
+14
| +58% | +$495 | ﹤0.01% | 2947 |
|
|
2025
Q1 | $840 | Sell |
24
-5
| -17% | -$175 | ﹤0.01% | 3062 |
|
|
2024
Q4 | $1.55K | Buy |
29
+5
| +21% | +$267 | ﹤0.01% | 2930 |
|
|
2024
Q3 | $924 | Hold |
24
| – | – | ﹤0.01% | 3002 |
|
|
2024
Q2 | $865 | Hold |
24
| – | – | ﹤0.01% | 2916 |
|
|
2024
Q1 | $762 | Buy |
24
+15
| +167% | +$476 | ﹤0.01% | 2975 |
|
|
2023
Q4 | $242 | Hold |
9
| – | – | ﹤0.01% | 3038 |
|
|
2023
Q3 | $208 | Sell |
9
-12
| -57% | -$277 | ﹤0.01% | 3083 |
|
|
2023
Q2 | $410 | Sell |
21
-4
| -16% | -$78 | ﹤0.01% | 3077 |
|
|
2023
Q1 | $517 | Sell |
25
-160
| -86% | -$3.31K | ﹤0.01% | 3092 |
|
|
2022
Q4 | $2.68K | Buy |
+185
| New | +$2.68K | ﹤0.01% | 2705 |
|
|
2021
Q4 | – | Sell |
-750
| Closed | -$14K | – | 3278 |
|
|
2021
Q3 | $14K | Hold |
750
| – | – | ﹤0.01% | 1920 |
|
|
2021
Q2 | $16K | Buy |
+750
| New | +$16K | ﹤0.01% | 1814 |
|