TrueWealth LLC’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-92
| Closed | -$14K | – | 798 |
|
|
2019
Q4 | $14K | Hold |
92
| – | – | 0.01% | 424 |
|
|
2019
Q3 | $15K | Hold |
92
| – | – | 0.01% | 408 |
|
|
2019
Q2 | $13K | Hold |
92
| – | – | 0.01% | 431 |
|
|
2019
Q1 | $12K | Hold |
92
| – | – | 0.01% | 437 |
|
|
2018
Q4 | $10K | Hold |
92
| – | – | 0.01% | 443 |
|
|
2018
Q3 | $11K | Hold |
92
| – | – | 0.01% | 473 |
|
|
2018
Q2 | $10K | Hold |
92
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $10K | Sell |
92
-177
| -66% | -$19.2K | 0.01% | 459 |
|
|
2017
Q4 | $26K | Buy |
+269
| New | +$26K | 0.01% | 372 |
|