Vertex shares owned by Quadrant Private Wealth Management
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Quadrant Private Wealth Management
from 13F filings
Historical chart of Quadrant Private Wealth Management investment in Vertex
Tip: Access up to 7 years of quarterly data
All positions including Vertex held by Quadrant Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vertex by Quadrant Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $207k | 7.7k | 26.94 |
| 2023-03-31 | $284k | 14k | 20.69 |
| 2022-12-31 | $286k | 20k | 14.51 |
| 2022-06-30 | $236k | 21k | 11.31 |
| 2022-03-31 | $381k | 25k | 15.32 |
| 2021-12-31 | $422k | 27k | 15.88 |
| 2021-09-30 | $543k | 28k | 19.21 |
| 2021-06-30 | $630k | 29k | 21.94 |
| 2021-03-31 | $627k | 29k | 21.99 |
| 2020-12-31 | $879k | 25k | 34.85 |
| 2020-09-30 | $463k | 20k | 23.01 |
More positions owned by Quadrant Private Wealth Management
View all positions for Quadrant Private Wealth Management