IWA
IBEX Wealth Advisors’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
93,862
+20,123
| +27% | +$2.58M | 1.29% | 18 |
|
|
2025
Q1 | $5.32M | Buy |
73,739
+6,989
| +10% | +$505K | 0.7% | 52 |
|
|
2024
Q4 | $7.58M | Buy |
+66,750
| New | +$7.58M | 0.89% | 31 |
|
|
2024
Q3 | – | Sell |
-62,319
| Closed | -$5.39M | – | 272 |
|
|
2024
Q2 | $5.39M | Buy |
+62,319
| New | +$5.39M | 0.84% | 37 |
|