Clearstead 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 | $390K | Buy |
3,041
+937
| +45% | +$120K | 0.01% | 669 |
|
|
2025
Q1 | $152K | Buy |
2,104
+897
| +74% | +$64.8K | ﹤0.01% | 889 |
|
|
2024
Q4 | $137K | Sell |
1,207
-817
| -40% | -$92.8K | ﹤0.01% | 943 |
|
|
2024
Q3 | $201K | Buy |
2,024
+164
| +9% | +$16.3K | ﹤0.01% | 858 |
|
|
2024
Q2 | $161K | Buy |
1,860
+435
| +31% | +$37.7K | ﹤0.01% | 882 |
|
|
2024
Q1 | $135K | Buy |
1,425
+185
| +15% | +$17.5K | 0.01% | 539 |
|
|
2023
Q4 | $59.6K | Sell |
1,240
-810
| -40% | -$38.9K | ﹤0.01% | 699 |
|
|
2023
Q3 | $76.3K | Buy |
+2,050
| New | +$76.3K | ﹤0.01% | 799 |
|