SWM
Sugarloaf Wealth Management’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $27.5K | Buy |
+100
| New | +$27.5K | 0.01% | 368 |
|
|
2022
Q4 | – | Sell |
-6,321
| Closed | -$1.08M | – | 867 |
|
|
2022
Q3 | $1.08M | Buy |
6,321
+11
| +0.2% | +$1.88K | 0.28% | 47 |
|
|
2022
Q2 | $1.09M | Buy |
6,310
+12
| +0.2% | +$2.08K | 0.27% | 44 |
|
|
2022
Q1 | $1.35M | Buy |
6,298
+9
| +0.1% | +$1.93K | 0.32% | 39 |
|
|
2021
Q4 | $1.44M | Buy |
6,289
+7
| +0.1% | +$1.6K | 0.34% | 39 |
|
|
2021
Q3 | $1.26M | Buy |
6,282
+9
| +0.1% | +$1.8K | 0.33% | 40 |
|
|
2021
Q2 | $1.1M | Buy |
6,273
+11
| +0.2% | +$1.92K | 0.3% | 42 |
|
|
2021
Q1 | $1.11K | Buy |
6,262
+6,162
| +6,162% | +$1.09K | 0.33% | 42 |
|
|
2020
Q4 | $21K | Hold |
100
| – | – | 0.01% | 377 |
|
|
2020
Q3 | $19K | Hold |
100
| – | – | 0.01% | 369 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | 0.01% | 381 |
|
|
2020
Q1 | $14K | Sell |
100
-81
| -45% | -$11.3K | 0.01% | 393 |
|
|
2019
Q4 | $27K | Buy |
+181
| New | +$27K | 0.01% | 334 |
|