Executive Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-44,426
| Closed | -$1.07M | – | 207 |
|
|
2021
Q3 | $1.07M | Buy |
44,426
+831
| +2% | +$20K | 0.12% | 113 |
|
|
2021
Q2 | $1.19M | Buy |
43,595
+4,798
| +12% | +$131K | 0.13% | 114 |
|
|
2021
Q1 | $775K | Buy |
38,797
+19,685
| +103% | +$393K | 0.09% | 119 |
|
|
2020
Q4 | $356K | Buy |
+19,112
| New | +$356K | 0.04% | 134 |
|