Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-104,511.68
% of Total Estimate Gain
-6.09%

Sheets Smith Investment Management's Vertex Inc Holding Summary

As of 2025-03-31, Sheets Smith Investment Management held - shares of Vertex Inc(VERX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sheets Smith Investment Management now holds 0% of the outstanding Vertex Inc(VERX) stock.

The initial trade took place in 2024Q4. And since then Sheets Smith Investment Management has made 1 purchases of VERX, at an average price of $48.64, for a total of 35,308.00 shares. In addition, there have been 1 sales at an average price of $45.68 for 35,308.00 shares. Based on historical transaction data and VERX's current price of $35.10, Sheets Smith Investment Management's estimated gain on his VERX holdings is $-104,511.68, reflecting a -6.09% gain to date.

Sheets Smith Investment Management VERX ($35.10) Holding Chart

Sheets Smith Investment Management VERX ($35.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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