Tradition Wealth Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,385
| Closed | -$37K | – | 1158 |
|
|
2023
Q4 | $37K | Hold |
1,385
| – | – | ﹤0.01% | 697 |
|
|
2023
Q3 | $32K | Hold |
1,385
| – | – | ﹤0.01% | 717 |
|
|
2023
Q2 | $27K | Hold |
1,385
| – | – | ﹤0.01% | 808 |
|
|
2023
Q1 | $29K | Hold |
1,385
| – | – | ﹤0.01% | 753 |
|
|
2022
Q4 | $20K | Hold |
1,385
| – | – | ﹤0.01% | 755 |
|
|
2022
Q3 | $19K | Buy |
+1,385
| New | +$19K | ﹤0.01% | 775 |
|