HAG
HighPoint Advisor Group’s Vertiv VRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.81M | Sell |
21,919
-179
| -0.8% | -$23K | 0.15% | 117 |
|
2025
Q1 | $1.9M | Sell |
22,098
-6,470
| -23% | -$558K | 0.11% | 146 |
|
2024
Q4 | $3.52M | Buy |
28,568
+7,162
| +33% | +$883K | 0.19% | 92 |
|
2024
Q3 | $2.29M | Sell |
21,406
-1,534
| -7% | -$164K | 0.13% | 128 |
|
2024
Q2 | $1.68M | Buy |
22,940
+4,078
| +22% | +$298K | 0.1% | 161 |
|
2024
Q1 | $1.79M | Buy |
18,862
+5,259
| +39% | +$499K | 0.13% | 136 |
|
2023
Q4 | $1.12M | Buy |
+13,603
| New | +$1.12M | 0.08% | 200 |
|