CreativeOne Wealth’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
3,699
+684
| +23% | +$87.8K | 0.01% | 764 |
|
|
2025
Q1 | $218K | Buy |
3,015
+399
| +15% | +$28.8K | 0.01% | 973 |
|
|
2024
Q4 | $297K | Sell |
2,616
-210
| -7% | -$23.9K | 0.01% | 881 |
|
|
2024
Q3 | $281K | Sell |
2,826
-2,033
| -42% | -$202K | 0.01% | 791 |
|
|
2024
Q2 | $420K | Buy |
+4,859
| New | +$420K | 0.02% | 523 |
|