EverSource Wealth Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
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|
2025
Q1 | $138K | Buy |
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|
2024
Q4 | $161K | Sell |
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|
2024
Q3 | $233K | Buy |
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|
2024
Q2 | $178K | Sell |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $170K | Buy |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $64.7K | Hold |
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|
2022
Q4 | $61.7K | Hold |
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|
2022
Q3 | $44K | Buy |
|