Benjamin F. Edwards & Company’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $55K | Sell |
641
-4,476
| -87% | -$384K | ﹤0.01% | 1307 |
|
|
2024
Q1 | $418K | Buy |
5,117
+4,899
| +2,247% | +$400K | 0.01% | 696 |
|
|
2023
Q4 | $10K | Buy |
218
+118
| +118% | +$5.41K | ﹤0.01% | 1671 |
|
|
2023
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1617 |
|
|
2023
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1696 |
|
|
2023
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1754 |
|
|
2022
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 1816 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 1790 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 1781 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1648 |
|
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1650 |
|
|
2021
Q2 | $3K | Buy |
100
+50
| +100% | +$1.5K | ﹤0.01% | 1600 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1658 |
|