CWM
CarsonAllaria Wealth Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4K | Hold |
276
| – | – | 0.02% | 155 |
|
|
2025
Q1 | $19.9K | Hold |
276
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $31.4K | Hold |
276
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $27.5K | Hold |
276
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $23.9K | Hold |
276
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $22.5K | Buy |
+276
| New | +$22.5K | 0.01% | 186 |
|
|
2022
Q4 | – | Sell |
-260
| Closed | -$3K | – | 368 |
|
|
2022
Q3 | $3K | Hold |
260
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $2K | Hold |
260
| – | – | ﹤0.01% | 289 |
|
|
2022
Q1 | $4K | Hold |
260
| – | – | ﹤0.01% | 276 |
|
|
2021
Q4 | $6K | Buy |
+260
| New | +$6K | 0.01% | 258 |
|