Avior 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
Q1 | – | Sell |
-4,787
| Closed | -$544K | – | 2301 |
|
|
2024
Q4 | $544K | Sell |
4,787
-408
| -8% | -$46.4K | 0.02% | 420 |
|
|
2024
Q3 | $517K | Sell |
5,195
-3,620
| -41% | -$360K | 0.02% | 441 |
|
|
2024
Q2 | $763K | Sell |
8,815
-3,483
| -28% | -$302K | 0.03% | 328 |
|
|
2024
Q1 | $1M | Buy |
12,298
+1,796
| +17% | +$147K | 0.05% | 286 |
|
|
2023
Q4 | $504K | Buy |
10,502
+1,595
| +18% | +$76.6K | 0.03% | 348 |
|
|
2023
Q3 | $331K | Buy |
+8,907
| New | +$331K | 0.02% | 424 |
|