J.W. Cole Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
14,277
+2,945
| +26% | +$378K | 0.04% | 446 |
|
|
2025
Q1 | $818K | Buy |
11,332
+5,236
| +86% | +$378K | 0.03% | 596 |
|
|
2024
Q4 | $693K | Sell |
6,096
-1,437
| -19% | -$163K | 0.03% | 520 |
|
|
2024
Q3 | $749K | Buy |
7,533
+197
| +3% | +$19.6K | 0.03% | 468 |
|
|
2024
Q2 | $635K | Sell |
7,336
-1,236
| -14% | -$107K | 0.03% | 458 |
|
|
2024
Q1 | $700K | Buy |
+8,572
| New | +$700K | 0.04% | 435 |
|