Summit Securities Group’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,000
| Closed | -$37K | – | 787 |
|
|
2023
Q4 | $37K | Hold |
11,000
| – | – | ﹤0.01% | 247 |
|
|
2023
Q3 | $49K | Hold |
11,000
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $69K | Sell |
11,000
-100
| -0.9% | -$627 | 0.01% | 232 |
|
|
2023
Q1 | $110K | Sell |
11,100
-74,100
| -87% | -$734K | 0.01% | 172 |
|
|
2022
Q4 | $528K | Buy |
85,200
+44,100
| +107% | +$273K | 0.02% | 99 |
|
|
2022
Q3 | $256K | Sell |
41,100
-111,998
| -73% | -$698K | 0.02% | 237 |
|
|
2022
Q2 | $1.61M | Buy |
+153,098
| New | +$1.61M | 0.2% | 37 |
|