HIS
Harvest Investment Services’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,882
| Closed | -$2.49M | – | 360 |
|
|
2024
Q4 | $2.49M | Sell |
21,882
-20,428
| -48% | -$2.32M | 0.61% | 47 |
|
|
2024
Q3 | $4.21M | Sell |
42,310
-26,252
| -38% | -$2.61M | 1.35% | 14 |
|
|
2024
Q2 | $5.94M | Sell |
68,562
-34,936
| -34% | -$3.02M | 2.36% | 4 |
|
|
2024
Q1 | $8.45M | Sell |
103,498
-5,744
| -5% | -$469K | 3.4% | 3 |
|
|
2023
Q4 | $5.25M | Buy |
109,242
+99,026
| +969% | +$4.76M | 2.42% | 4 |
|
|
2023
Q3 | $380K | Buy |
+10,216
| New | +$380K | 0.24% | 99 |
|