Smith Hayes Advisers’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $469K | Sell |
5,868
-75
| -1% | -$5.99K | 0.1% | 202 |
|
|
2015
Q4 | $457K | Hold |
5,943
| – | – | 0.1% | 200 |
|
|
2015
Q3 | $437K | Hold |
5,943
| – | – | 0.09% | 200 |
|
|
2015
Q2 | $432K | Buy |
5,943
+325
| +6% | +$23.6K | 0.09% | 218 |
|
|
2015
Q1 | $401K | Hold |
5,618
| – | – | 0.08% | 232 |
|
|
2014
Q4 | $360K | Hold |
5,618
| – | – | 0.08% | 234 |
|
|
2014
Q3 | $342K | Hold |
5,618
| – | – | 0.08% | 224 |
|
|
2014
Q2 | $337K | Hold |
5,618
| – | – | 0.08% | 218 |
|
|
2014
Q1 | $337K | Buy |
5,618
+743
| +15% | +$44.6K | 0.08% | 212 |
|
|
2013
Q4 | $320K | Buy |
4,875
+250
| +5% | +$16.4K | 0.11% | 196 |
|
|
2013
Q3 | $300K | Hold |
4,625
| – | – | 0.11% | 181 |
|
|
2013
Q2 | $276K | Buy |
+4,625
| New | +$276K | 0.11% | 189 |
|