DWM
Defined Wealth Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,750
| Closed | -$288K | – | 102 |
|
|
2023
Q3 | $288K | Sell |
7,750
-2,666
| -26% | -$99.2K | 0.25% | 90 |
|
|
2023
Q2 | $258K | Buy |
10,416
+1
| +0% | +$25 | 0.22% | 92 |
|
|
2023
Q1 | $149K | Hold |
10,415
| – | – | 0.14% | 98 |
|
|
2022
Q4 | $142K | Hold |
10,415
| – | – | 0.13% | 103 |
|
|
2022
Q3 | $101K | Buy |
+10,415
| New | +$101K | 0.11% | 91 |
|
|
2021
Q1 | – | Sell |
-6,250
| Closed | -$117K | – | 199 |
|
|
2020
Q4 | $117K | Buy |
+6,250
| New | +$117K | 0.12% | 104 |
|