LEGACY ADVISORS, LLC – Vertex, Inc. Transaction History
LEGACY ADVISORS, LLC portfolio value:
$825,000
portfolio value
LEGACY ADVISORS, LLC quarter portfolio value change:
+20.65%
quarter
Vertex, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.60% | 358 shares | 145K | $13.67 | 60.35K |
| Q2 2022 | share | 0.00% | 0 shares | -240K | $11.33 | 60K | |
| Q1 2022 | share | 0.00% | 0 shares | -32K | $15.34 | 60K | |
| Q4 2021 | share | 0.00% | 0 shares | -201K | $16.38 | 60K | |
| Q3 2021 | share | Increase | 0.00% | 60K shares | 1.15M | $19.22 | 60K |