JFS Wealth 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 | $17.8K | Buy |
139
+33
| +31% | +$4.24K | ﹤0.01% | 681 |
|
|
2025
Q1 | $7.65K | Sell |
106
-27
| -20% | -$1.95K | ﹤0.01% | 972 |
|
|
2024
Q4 | $15.1K | Buy |
133
+36
| +37% | +$4.09K | ﹤0.01% | 722 |
|
|
2024
Q3 | $9.65K | Sell |
97
-3
| -3% | -$298 | ﹤0.01% | 868 |
|
|
2024
Q2 | $8.66K | Buy |
100
+10
| +11% | +$866 | ﹤0.01% | 840 |
|
|
2024
Q1 | $7.35K | Hold |
90
| – | – | ﹤0.01% | 926 |
|
|
2023
Q4 | $4.32K | Buy |
90
+19
| +27% | +$913 | ﹤0.01% | 1121 |
|
|
2023
Q3 | $2.64K | Buy |
+71
| New | +$2.64K | ﹤0.01% | 1251 |
|