Washington Harbour Partners’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-87,462
| Closed | -$1.27M | – | 21 |
|
|
2022
Q4 | $1.27M | Buy |
+87,462
| New | +$1.27M | 2.14% | 19 |
|
|
2022
Q1 | – | Sell |
-271,619
| Closed | -$4.31M | – | 29 |
|
|
2021
Q4 | $4.31M | Buy |
+271,619
| New | +$4.31M | 1.07% | 19 |
|
|
2021
Q2 | – | Sell |
-142,629
| Closed | -$3.14M | – | 37 |
|
|
2021
Q1 | $3.14M | Sell |
142,629
-67,371
| -32% | -$1.48M | 0.53% | 32 |
|
|
2020
Q4 | $7.32M | Buy |
+210,000
| New | +$7.32M | 1.35% | 23 |
|