SIAP
Sterling Investment Advisors (Pennsylvania)’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
29,470
| – | – | 0.23% | 94 |
|
|
2025
Q1 | $1.03M | Sell |
29,470
-2,250
| -7% | -$78.8K | 0.25% | 90 |
|
|
2024
Q4 | $1.69M | Hold |
31,720
| – | – | 0.41% | 67 |
|
|
2024
Q3 | $1.22M | Sell |
31,720
-1,347
| -4% | -$51.9K | 0.31% | 73 |
|
|
2024
Q2 | $1.19M | Hold |
33,067
| – | – | 0.32% | 72 |
|
|
2024
Q1 | $1.05M | Hold |
33,067
| – | – | 0.3% | 78 |
|
|
2023
Q4 | $891K | Hold |
33,067
| – | – | 0.28% | 79 |
|
|
2023
Q3 | $764K | Buy |
33,067
+852
| +3% | +$19.7K | 0.27% | 83 |
|
|
2023
Q2 | $628K | Buy |
+32,215
| New | +$628K | 0.21% | 87 |
|