Capital Advisors Ltd’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
86
+7
| +9% | +$895 | ﹤0.01% | 777 |
|
|
2025
Q1 | $6K | Buy |
79
+3
| +4% | +$228 | ﹤0.01% | 901 |
|
|
2024
Q4 | $9K | Hold |
76
| – | – | ﹤0.01% | 821 |
|
|
2024
Q3 | $8K | Sell |
76
-85
| -53% | -$8.95K | ﹤0.01% | 834 |
|
|
2024
Q2 | $14K | Buy |
161
+82
| +104% | +$7.13K | ﹤0.01% | 684 |
|
|
2024
Q1 | $6K | Buy |
79
+7
| +10% | +$532 | ﹤0.01% | 857 |
|
|
2023
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 972 |
|
|
2023
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 967 |
|
|
2023
Q2 | $2K | Sell |
72
-8
| -10% | -$222 | ﹤0.01% | 1059 |
|
|
2023
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q4 | $1K | Buy |
80
+52
| +186% | +$650 | ﹤0.01% | 1117 |
|
|
2022
Q3 | $0 | Sell |
28
-35
| -56% | – | ﹤0.01% | 1549 |
|
|
2022
Q2 | $1K | Buy |
63
+20
| +47% | +$317 | ﹤0.01% | 918 |
|
|
2022
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 825 |
|