Claro Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
3,518
-2,197
| -38% | -$282K | 0.07% | 219 |
|
|
2025
Q1 | $413K | Buy |
5,715
+530
| +10% | +$38.3K | 0.06% | 311 |
|
|
2024
Q4 | $589K | Buy |
5,185
+30
| +0.6% | +$3.41K | 0.08% | 227 |
|
|
2024
Q3 | $513K | Buy |
5,155
+2,197
| +74% | +$219K | 0.07% | 262 |
|
|
2024
Q2 | $256K | Buy |
+2,958
| New | +$256K | 0.04% | 354 |
|