U.S. Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-897
| Closed | -$214K | – | 712 |
|
|
2023
Q4 | $214K | Sell |
897
-12
| -1% | -$2.87K | 0.01% | 621 |
|
|
2023
Q3 | $215K | Sell |
909
-27
| -3% | -$6.38K | 0.01% | 581 |
|
|
2023
Q2 | $212K | Buy |
+936
| New | +$212K | 0.01% | 615 |
|
|
2023
Q1 | – | Sell |
-607
| Closed | -$107K | – | 1517 |
|
|
2022
Q4 | $107K | Buy |
+607
| New | +$107K | 0.01% | 729 |
|