Hillsdale Investment Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,650
| Closed | -$480K | – | 721 |
|
|
2025
Q1 | $480K | Hold |
6,650
| – | – | 0.02% | 369 |
|
|
2024
Q4 | $756K | Sell |
6,650
-2,330
| -26% | -$265K | 0.04% | 296 |
|
|
2024
Q3 | $893K | Buy |
8,980
+800
| +10% | +$79.6K | 0.07% | 233 |
|
|
2024
Q2 | $708K | Sell |
8,180
-3,120
| -28% | -$270K | 0.06% | 243 |
|
|
2024
Q1 | $923K | Sell |
11,300
-1,900
| -14% | -$155K | 0.07% | 210 |
|
|
2023
Q4 | $634K | Buy |
+13,200
| New | +$634K | 0.05% | 234 |
|