Colonial Trust 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 | $109K | Hold |
851
| – | – | 0.01% | 256 |
|
|
2025
Q1 | $61.4K | Sell |
851
-100
| -11% | -$7.22K | 0.01% | 313 |
|
|
2024
Q4 | $108K | Hold |
951
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $94.6K | Sell |
951
-250
| -21% | -$24.9K | 0.01% | 270 |
|
|
2024
Q2 | $104K | Buy |
1,201
+1
| +0.1% | +$87 | 0.01% | 246 |
|
|
2024
Q1 | $98K | Hold |
1,200
| – | – | 0.01% | 253 |
|
|
2023
Q4 | $57.6K | Hold |
1,200
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $44.6K | Hold |
1,200
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $29.7K | Hold |
1,200
| – | – | ﹤0.01% | 391 |
|
|
2023
Q1 | $17.2K | Hold |
1,200
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $16.4K | Buy |
+1,200
| New | +$16.4K | ﹤0.01% | 447 |
|