Accurate Wealth Management’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$272K	Buy	+2,248	New	+$272K	0.04%	369
2025 Q1	–	Sell	-2,234	Closed	-$288K	–	418
2024 Q4	$288K	Buy	2,234 +87	+4%	+$11.2K	0.06%	297
2024 Q3	$231K	Buy	+2,147	New	+$231K	0.05%	336