WFG Advisors’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 | $75K | Hold |
888
| – | – | 0.02% | 602 |
|
|
2017
Q1 | $72K | Buy |
888
+425
| +92% | +$34.5K | 0.02% | 573 |
|
|
2016
Q4 | $38K | Buy |
463
+13
| +3% | +$1.07K | 0.01% | 783 |
|
|
2016
Q3 | $37K | Hold |
450
| – | – | 0.01% | 780 |
|
|
2016
Q2 | $36K | Hold |
450
| – | – | 0.01% | 777 |
|
|
2016
Q1 | $36K | Hold |
450
| – | – | 0.01% | 753 |
|
|
2015
Q4 | $35K | Buy |
+450
| New | +$35K | 0.01% | 757 |
|
|
2014
Q1 | – | Sell |
-450
| Closed | -$30K | – | 2229 |
|
|
2013
Q4 | $30K | Hold |
450
| – | – | ﹤0.01% | 1178 |
|
|
2013
Q3 | $29K | Buy |
450
+50
| +13% | +$3.22K | ﹤0.01% | 1124 |
|
|
2013
Q2 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 1147 |
|