TCI Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-264
| Closed | -$50.7K | – | 2190 |
|
|
2023
Q1 | $50.7K | Hold |
264
| – | – | 0.01% | 432 |
|
|
2022
Q4 | $46.6K | Hold |
264
| – | – | 0.01% | 435 |
|
|
2022
Q3 | $45K | Buy |
264
+11
| +4% | +$1.88K | 0.01% | 397 |
|
|
2022
Q2 | $44K | Sell |
253
-13
| -5% | -$2.26K | 0.01% | 405 |
|
|
2022
Q1 | $57K | Buy |
266
+26
| +11% | +$5.57K | 0.01% | 375 |
|
|
2021
Q4 | $55K | Hold |
240
| – | – | 0.01% | 389 |
|
|
2021
Q3 | $48K | Buy |
240
+1
| +0.4% | +$200 | 0.01% | 422 |
|
|
2021
Q2 | $42K | Sell |
239
-9
| -4% | -$1.58K | 0.01% | 420 |
|
|
2021
Q1 | $44K | Buy |
248
+13
| +6% | +$2.31K | 0.02% | 357 |
|
|
2020
Q4 | $49K | Buy |
235
+7
| +3% | +$1.46K | 0.02% | 311 |
|
|
2020
Q3 | $42K | Hold |
228
| – | – | 0.02% | 326 |
|
|
2020
Q2 | $39K | Buy |
228
+12
| +6% | +$2.05K | 0.02% | 338 |
|
|
2020
Q1 | $30K | Sell |
216
-201
| -48% | -$27.9K | 0.01% | 387 |
|
|
2019
Q4 | $62K | Buy |
417
+204
| +96% | +$30.3K | 0.02% | 334 |
|
|
2019
Q3 | $34K | Hold |
213
| – | – | 0.02% | 393 |
|
|
2019
Q2 | $31K | Hold |
213
| – | – | 0.01% | 393 |
|
|
2019
Q1 | $28K | Sell |
213
-5
| -2% | -$657 | 0.01% | 429 |
|
|
2018
Q4 | $24K | Buy |
218
+5
| +2% | +$550 | 0.01% | 436 |
|
|
2018
Q3 | $26K | Hold |
213
| – | – | 0.01% | 440 |
|
|
2018
Q2 | $23K | Buy |
213
+3
| +1% | +$324 | 0.01% | 461 |
|
|
2018
Q1 | $22K | Hold |
210
| – | – | 0.01% | 467 |
|
|
2017
Q4 | $20K | Hold |
210
| – | – | 0.01% | 501 |
|
|
2017
Q3 | $17K | Sell |
210
-64
| -23% | -$5.18K | 0.01% | 493 |
|
|
2017
Q2 | $23K | Buy |
274
+76
| +38% | +$6.38K | 0.01% | 444 |
|
|
2017
Q1 | $16K | Sell |
198
-2
| -1% | -$162 | 0.01% | 489 |
|
|
2016
Q4 | $16K | Hold |
200
| – | – | 0.01% | 535 |
|
|
2016
Q3 | $16K | Hold |
200
| – | – | 0.01% | 477 |
|
|
2016
Q2 | $16K | Buy |
200
+8
| +4% | +$640 | 0.01% | 480 |
|
|
2016
Q1 | $15K | Buy |
192
+16
| +9% | +$1.25K | 0.01% | 498 |
|
|
2015
Q4 | $14K | Buy |
176
+44
| +33% | +$3.5K | 0.01% | 502 |
|
|
2015
Q3 | $10K | Buy |
132
+16
| +14% | +$1.21K | 0.01% | 517 |
|
|
2015
Q2 | $8K | Sell |
116
-1
| -0.9% | -$69 | ﹤0.01% | 566 |
|
|
2015
Q1 | $8K | Sell |
117
-2
| -2% | -$137 | 0.01% | 501 |
|
|
2014
Q4 | $8K | Buy |
119
+11
| +10% | +$739 | ﹤0.01% | 495 |
|
|
2014
Q3 | $7K | Buy |
108
+11
| +11% | +$713 | ﹤0.01% | 511 |
|
|
2014
Q2 | $6K | Buy |
+97
| New | +$6K | ﹤0.01% | 564 |
|