Tower Research Capital (TRC)’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
8,070
+6,328
| +363% | +$224K | 0.01% | 1464 |
|
|
2025
Q1 | $61K | Sell |
1,742
-1,992
| -53% | -$69.7K | ﹤0.01% | 2091 |
|
|
2024
Q4 | $199K | Buy |
3,734
+1,604
| +75% | +$85.6K | ﹤0.01% | 1721 |
|
|
2024
Q3 | $82K | Buy |
+2,130
| New | +$82K | ﹤0.01% | 2379 |
|
|
2024
Q2 | – | Sell |
-3,668
| Closed | -$116K | – | 6023 |
|
|
2024
Q1 | $116K | Buy |
3,668
+996
| +37% | +$31.6K | ﹤0.01% | 1749 |
|
|
2023
Q4 | $72K | Buy |
+2,672
| New | +$72K | ﹤0.01% | 2888 |
|
|
2023
Q3 | – | Sell |
-152
| Closed | -$2.96K | – | 6235 |
|
|
2023
Q2 | $2.96K | Buy |
+152
| New | +$2.96K | ﹤0.01% | 5106 |
|
|
2023
Q1 | – | Sell |
-5,678
| Closed | -$83K | – | 6308 |
|
|
2022
Q4 | $83K | Buy |
5,678
+2,107
| +59% | +$30.8K | ﹤0.01% | 1986 |
|
|
2022
Q3 | $49K | Buy |
3,571
+1,789
| +100% | +$24.5K | ﹤0.01% | 3178 |
|
|
2022
Q2 | $20K | Buy |
1,782
+1,327
| +292% | +$14.9K | ﹤0.01% | 3811 |
|
|
2022
Q1 | $7K | Sell |
455
-604
| -57% | -$9.29K | ﹤0.01% | 4773 |
|
|
2021
Q4 | $17K | Buy |
1,059
+953
| +899% | +$15.3K | ﹤0.01% | 3873 |
|
|
2021
Q3 | $2K | Sell |
106
-1,207
| -92% | -$22.8K | ﹤0.01% | 5302 |
|
|
2021
Q2 | $29K | Buy |
1,313
+300
| +30% | +$6.63K | ﹤0.01% | 3538 |
|
|
2021
Q1 | $22K | Buy |
1,013
+913
| +913% | +$19.8K | ﹤0.01% | 3821 |
|
|
2020
Q4 | $3K | Sell |
100
-739
| -88% | -$22.2K | ﹤0.01% | 4828 |
|
|
2020
Q3 | $19K | Buy |
+839
| New | +$19K | ﹤0.01% | 3885 |
|