Guyasuta Investment Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-33,525
| Closed | -$276K | – | 256 |
|
2022
Q2 | $276K | Sell |
33,525
-600
| -2% | -$4.94K | 0.02% | 221 |
|
2022
Q1 | $478K | Buy |
34,125
+4,860
| +17% | +$68.1K | 0.03% | 191 |
|
2021
Q4 | $731K | Buy |
29,265
+6,125
| +26% | +$153K | 0.05% | 156 |
|
2021
Q3 | $557K | Hold |
23,140
| – | – | 0.04% | 171 |
|
2021
Q2 | $632K | Sell |
23,140
-4,060
| -15% | -$111K | 0.05% | 161 |
|
2021
Q1 | $544K | Buy |
+27,200
| New | +$544K | 0.04% | 164 |
|