Wellington Shields Capital Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,100
| Closed | -$333K | – | 339 |
|
|
2017
Q1 | $333K | Sell |
4,100
-2,450
| -37% | -$199K | 0.05% | 246 |
|
|
2016
Q4 | $532K | Buy |
6,550
+200
| +3% | +$16.2K | 0.09% | 196 |
|
|
2016
Q3 | $516K | Hold |
6,350
| – | – | 0.09% | 207 |
|
|
2016
Q2 | $515K | Sell |
6,350
-150
| -2% | -$12.2K | 0.09% | 201 |
|
|
2016
Q1 | $519K | Sell |
6,500
-7,050
| -52% | -$563K | 0.09% | 192 |
|
|
2015
Q4 | $1.04M | Buy |
+13,550
| New | +$1.04M | 0.18% | 112 |
|