J.P. Morgan Private Wealth Advisors’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,000
| Closed | -$82K | – | 1986 |
|
|
2022
Q2 | $82K | Sell |
10,000
-15
| -0.1% | -$123 | ﹤0.01% | 1879 |
|
|
2022
Q1 | $140K | Sell |
10,015
-1,381
| -12% | -$19.3K | ﹤0.01% | 1942 |
|
|
2021
Q4 | $285K | Buy |
11,396
+690
| +6% | +$17.3K | ﹤0.01% | 1763 |
|
|
2021
Q3 | $258K | Buy |
10,706
+310
| +3% | +$7.47K | ﹤0.01% | 1756 |
|
|
2021
Q2 | $284K | Buy |
10,396
+15
| +0.1% | +$410 | ﹤0.01% | 1692 |
|
|
2021
Q1 | $208K | Buy |
10,381
+381
| +4% | +$7.63K | ﹤0.01% | 1674 |
|
|
2020
Q4 | $187K | Hold |
10,000
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q3 | $173K | Hold |
10,000
| – | – | ﹤0.01% | 1533 |
|
|
2020
Q2 | $136K | Hold |
10,000
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q1 | $87K | Buy |
+10,000
| New | +$87K | ﹤0.01% | 1372 |
|