Valeo Financial Advisors’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28,136
| Closed | -$125K | – | 683 |
|
|
2023
Q3 | $125K | Buy |
28,136
+5,000
| +22% | +$22.3K | 0.01% | 583 |
|
|
2023
Q2 | $145K | Sell |
23,136
-3,225
| -12% | -$20.2K | 0.01% | 559 |
|
|
2023
Q1 | $260K | Buy |
26,361
+11,427
| +77% | +$113K | 0.01% | 483 |
|
|
2022
Q4 | $92.6K | Buy |
14,934
+300
| +2% | +$1.86K | 0.01% | 510 |
|
|
2022
Q3 | $91K | Buy |
+14,634
| New | +$91K | 0.01% | 454 |
|