Wealthspire Advisors (Maryland)’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $236K | Sell |
1,275
-6,474
| -84% | -$1.2M | 0.01% | 408 |
|
|
2020
Q2 | $1.32M | Buy |
7,749
+369
| +5% | +$62.8K | 0.09% | 129 |
|
|
2020
Q1 | $1.03M | Sell |
7,380
-73
| -1% | -$10.2K | 0.09% | 129 |
|
|
2019
Q4 | $1.11M | Buy |
7,453
+366
| +5% | +$54.7K | 0.07% | 152 |
|
|
2019
Q3 | $1.12M | Sell |
7,087
-860
| -11% | -$136K | 0.08% | 127 |
|
|
2019
Q2 | $1.16M | Buy |
7,947
+309
| +4% | +$45.3K | 0.09% | 125 |
|
|
2019
Q1 | $1.02M | Sell |
7,638
-983
| -11% | -$131K | 0.08% | 137 |
|
|
2018
Q4 | $940K | Buy |
8,621
+202
| +2% | +$22K | 0.08% | 129 |
|
|
2018
Q3 | $1.02M | Buy |
8,419
+874
| +12% | +$105K | 0.08% | 136 |
|
|
2018
Q2 | $812K | Sell |
7,545
-599
| -7% | -$64.5K | 0.07% | 156 |
|
|
2018
Q1 | $847K | Buy |
8,144
+946
| +13% | +$98.4K | 0.08% | 149 |
|
|
2017
Q4 | $691K | Sell |
7,198
-1,739
| -19% | -$167K | 0.07% | 196 |
|
|
2017
Q3 | $743K | Sell |
8,937
-386
| -4% | -$32.1K | 0.08% | 165 |
|
|
2017
Q2 | $787K | Buy |
9,323
+918
| +11% | +$77.5K | 0.09% | 145 |
|
|
2017
Q1 | $682K | Buy |
8,405
+3,530
| +72% | +$286K | 0.1% | 135 |
|
|
2016
Q4 | $396K | Sell |
4,875
-726
| -13% | -$59K | 0.06% | 217 |
|
|
2016
Q3 | $455K | Sell |
5,601
-44
| -0.8% | -$3.57K | 0.07% | 187 |
|
|
2016
Q2 | $458K | Sell |
5,645
-405
| -7% | -$32.9K | 0.08% | 175 |
|
|
2016
Q1 | $484K | Buy |
6,050
+54
| +0.9% | +$4.32K | 0.09% | 161 |
|
|
2015
Q4 | $461K | Buy |
+5,996
| New | +$461K | 0.09% | 167 |
|