Crewe 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 | $68.4K | Buy |
533
+6
| +1% | +$770 | 0.01% | 264 |
|
|
2025
Q1 | $38.1K | Hold |
527
| – | – | 0.01% | 297 |
|
|
2024
Q4 | $59.9K | Buy |
+527
| New | +$59.9K | 0.01% | 264 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$149 | – | 697 |
|
|
2023
Q3 | $149 | Buy |
+4
| New | +$149 | ﹤0.01% | 477 |
|