Edgestream 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 | $865K | Sell |
6,733
-7,117
| -51% | -$914K | 0.02% | 665 |
|
|
2025
Q1 | $1,000K | Buy |
+13,850
| New | +$1,000K | 0.03% | 608 |
|
|
2024
Q4 | – | Sell |
-27,827
| Closed | -$2.77M | – | 1106 |
|
|
2024
Q3 | $2.77M | Sell |
27,827
-13,464
| -33% | -$1.34M | 0.12% | 305 |
|
|
2024
Q2 | $3.57M | Buy |
+41,291
| New | +$3.57M | 0.17% | 201 |
|
|
2024
Q1 | – | Sell |
-28,458
| Closed | -$1.37M | – | 1035 |
|
|
2023
Q4 | $1.37M | Buy |
+28,458
| New | +$1.37M | 0.1% | 342 |
|