Glassman Wealth Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-298
| Closed | -$14.3K | – | 1784 |
|
|
2023
Q4 | $14.3K | Buy |
298
+199
| +201% | +$9.56K | ﹤0.01% | 783 |
|
|
2023
Q3 | $3.68K | Hold |
99
| – | – | ﹤0.01% | 1160 |
|
|
2023
Q2 | $2.45K | Hold |
99
| – | – | ﹤0.01% | 1183 |
|
|
2023
Q1 | $1.42K | Hold |
99
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q4 | $1.35K | Hold |
99
| – | – | ﹤0.01% | 1350 |
|
|
2022
Q3 | $1K | Buy |
+99
| New | +$1K | ﹤0.01% | 1561 |
|
|
2022
Q2 | – | Sell |
-224
| Closed | -$3K | – | 2027 |
|
|
2022
Q1 | $3K | Buy |
224
+196
| +700% | +$2.63K | ﹤0.01% | 1170 |
|
|
2021
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1531 |
|