Cyndeo Wealth Partners’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
+2,807
| New | +$360K | 0.02% | 351 |
|
|
2024
Q3 | – | Sell |
-37,238
| Closed | -$3.22M | – | 463 |
|
|
2024
Q2 | $3.22M | Sell |
37,238
-1,288
| -3% | -$112K | 0.25% | 115 |
|
|
2024
Q1 | $3.15M | Buy |
38,526
+815
| +2% | +$66.6K | 0.26% | 110 |
|
|
2023
Q4 | $1.81M | Sell |
37,711
-605
| -2% | -$29.1K | 0.17% | 148 |
|
|
2023
Q3 | $1.43M | Buy |
+38,316
| New | +$1.43M | 0.15% | 152 |
|