EPA
Element Pointe Advisors’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Hold |
13,043
| – | – | 0.41% | 26 |
|
|
2025
Q1 | $942K | Buy |
13,043
+2,450
| +23% | +$177K | 0.23% | 31 |
|
|
2024
Q4 | $1.2M | Hold |
10,593
| – | – | 0.28% | 29 |
|
|
2024
Q3 | $1.05M | Buy |
10,593
+5,504
| +108% | +$548K | 0.26% | 29 |
|
|
2024
Q2 | $441K | Buy |
+5,089
| New | +$441K | 0.11% | 47 |
|