Financial Advocates Investment Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,203
Closed -$250K 772
2024
Q4
$250K Buy
2,203
+96
+5% +$10.9K 0.01% 645
2024
Q3
$210K Buy
+2,107
New +$210K 0.01% 696