TRUE Private Wealth Advisors’s Vericity, Inc. Common Stock VERY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,548
| Closed | -$97.6K | – | 296 |
|
|
2023
Q3 | $97.6K | Hold |
16,548
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $99.8K | Hold |
16,548
| – | – | 0.01% | 237 |
|
|
2023
Q1 | $122K | Hold |
16,548
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $124K | Hold |
16,548
| – | – | 0.02% | 216 |
|
|
2022
Q3 | $124K | Hold |
16,548
| – | – | 0.02% | 207 |
|
|
2022
Q2 | $117K | Hold |
16,548
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $119K | Hold |
16,548
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $114K | Sell |
16,548
-1,452
| -8% | -$10K | 0.02% | 261 |
|
|
2021
Q3 | $171K | Hold |
18,000
| – | – | 0.02% | 238 |
|
|
2021
Q2 | $177K | Buy |
+18,000
| New | +$177K | 0.03% | 229 |
|
|
2021
Q1 | – | Sell |
-652
| Closed | -$6K | – | 734 |
|
|
2020
Q4 | $6K | Hold |
652
| – | – | ﹤0.01% | 596 |
|
|
2020
Q3 | $6K | Hold |
652
| – | – | ﹤0.01% | 554 |
|
|
2020
Q2 | $6K | Buy |
652
+586
| +888% | +$5.39K | ﹤0.01% | 548 |
|
|
2020
Q1 | $0 | Buy |
66
+48
| +267% | – | ﹤0.01% | 865 |
|
|
2019
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 827 |
|