Bogart Wealth LLC’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
1,472
+274
| +23% | +$35.2K | 0.01% | 241 |
|
|
2025
Q1 | $86.5K | Sell |
1,198
-926
| -44% | -$66.9K | ﹤0.01% | 321 |
|
|
2024
Q4 | $241K | Buy |
+2,124
| New | +$241K | 0.01% | 205 |
|
|
2024
Q3 | – | Sell |
-297
| Closed | -$25.7K | – | 1223 |
|
|
2024
Q2 | $25.7K | Sell |
297
-4
| -1% | -$346 | ﹤0.01% | 501 |
|
|
2024
Q1 | $24.6K | Buy |
+301
| New | +$24.6K | ﹤0.01% | 482 |
|