Gen-Wealth 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 | $209K | Hold |
1,628
| – | – | 0.08% | 216 |
|
|
2025
Q1 | $118K | Sell |
1,628
-800
| -33% | -$57.8K | 0.05% | 257 |
|
|
2024
Q4 | $276K | Buy |
2,428
+12
| +0.5% | +$1.36K | 0.12% | 173 |
|
|
2024
Q3 | $272K | Sell |
2,416
-656
| -21% | -$73.8K | 0.12% | 178 |
|
|
2024
Q2 | $266K | Hold |
3,072
| – | – | 0.13% | 171 |
|
|
2024
Q1 | $251K | Buy |
+3,072
| New | +$251K | 0.12% | 179 |
|