Avion Wealth’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27K | Buy |
213
+106
| +99% | +$13.4K | 0.01% | 273 |
|
2025
Q1 | $12K | Hold |
107
| – | – | ﹤0.01% | 361 |
|
2024
Q4 | $12K | Buy |
107
+54
| +102% | +$6.06K | ﹤0.01% | 361 |
|
2024
Q3 | $5K | Sell |
53
-3
| -5% | -$283 | ﹤0.01% | 541 |
|
2024
Q2 | $4K | Buy |
56
+16
| +40% | +$1.14K | ﹤0.01% | 536 |
|
2024
Q1 | $4K | Buy |
40
+15
| +60% | +$1.5K | ﹤0.01% | 527 |
|
2023
Q4 | $1K | Buy |
25
+12
| +92% | +$480 | ﹤0.01% | 1007 |
|
2023
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1223 |
|