Stockman Wealth Management’s Vericity, Inc. Common Stock VERY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-11,196
| Closed | -$67.5K | – | 202 |
|
2023
Q2 | $67.5K | Buy |
+11,196
| New | +$67.5K | 0.01% | 191 |
|
2021
Q3 | – | Sell |
-14,500
| Closed | -$143K | – | 202 |
|
2021
Q2 | $143K | Buy |
+14,500
| New | +$143K | 0.03% | 194 |
|
2021
Q1 | – | Sell |
-16,962
| Closed | -$170K | – | 203 |
|
2020
Q4 | $170K | Buy |
+16,962
| New | +$170K | 0.05% | 183 |
|
2020
Q2 | – | Sell |
-31,182
| Closed | -$248K | – | 169 |
|
2020
Q1 | $248K | Sell |
31,182
-1,000
| -3% | -$7.95K | 0.11% | 117 |
|
2019
Q4 | $405K | Sell |
32,182
-4,990
| -13% | -$62.8K | 0.14% | 111 |
|
2019
Q3 | $520K | Buy |
+37,172
| New | +$520K | 0.2% | 87 |
|