Wealthspire Advisors (New York)’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,865
| Closed | -$329K | – | 660 |
|
|
2021
Q1 | $329K | Buy |
1,865
+2
| +0.1% | +$353 | 0.01% | 522 |
|
|
2020
Q4 | $387K | Buy |
+1,863
| New | +$387K | 0.01% | 359 |
|
|
2020
Q2 | – | Sell |
-8,282
| Closed | -$1.15M | – | 526 |
|
|
2020
Q1 | $1.15M | Buy |
+8,282
| New | +$1.15M | 0.05% | 174 |
|
|
2019
Q1 | – | Sell |
-69
| Closed | -$8K | – | 778 |
|
|
2018
Q4 | $8K | Buy |
+69
| New | +$8K | ﹤0.01% | 570 |
|