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Affinity Investment Advisors’s Vertiv VRT Stock Holding History

Affinity Investment Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,076
Closed -$222K – 162
2025
Q1 		$222K Buy
3,076
+496
+19% +$35.8K 0.18% 133
2024
Q4 		$293K Buy
+2,580
New +$293K 0.24% 105