Howe & Rusling’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-409
| Closed | -$4K | – | 1028 |
|
|
2022
Q3 | $4K | Buy |
409
+153
| +60% | +$1.5K | ﹤0.01% | 750 |
|
|
2022
Q2 | $2K | Sell |
256
-66
| -20% | -$516 | ﹤0.01% | 904 |
|
|
2022
Q1 | $5K | Sell |
322
-17
| -5% | -$264 | ﹤0.01% | 672 |
|
|
2021
Q4 | $8K | Hold |
339
| – | – | ﹤0.01% | 580 |
|
|
2021
Q3 | $8K | Hold |
339
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $9K | Sell |
339
-112
| -25% | -$2.97K | ﹤0.01% | 515 |
|
|
2021
Q1 | $9K | Buy |
451
+52
| +13% | +$1.04K | ﹤0.01% | 510 |
|
|
2020
Q4 | $7K | Buy |
399
+19
| +5% | +$333 | ﹤0.01% | 544 |
|
|
2020
Q3 | $7K | Buy |
380
+146
| +62% | +$2.69K | ﹤0.01% | 507 |
|
|
2020
Q2 | $3K | Buy |
+234
| New | +$3K | ﹤0.01% | 640 |
|