Veritable’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $291K | Hold |
|
|||||
|
2023
Q1 | $308K | Buy |
|
|||||
|
2022
Q4 | $202K | Sell |
|
|||||
|
2022
Q3 | $204K | Hold |
|
|||||
|
2022
Q2 | $169K | Hold |
|
|||||
|
2022
Q1 | $229K | Sell |
|
|||||
|
2021
Q4 | $475K | Sell |
|
|||||
|
2021
Q3 | $801K | Hold |
|
|||||
|
2021
Q2 | $914K | Hold |
|
|||||
|
2021
Q1 | $916K | Hold |
|
|||||
|
2020
Q4 | $1.45M | Buy |
|
|||||
|
2020
Q3 | $293K | Buy |
|