Kestra Private Wealth Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
4,129
-29
| -0.7% | -$3.72K | 0.01% | 1005 |
|
|
2025
Q1 | $300K | Sell |
4,158
-3,156
| -43% | -$228K | 0.01% | 1196 |
|
|
2024
Q4 | $831K | Buy |
7,314
+2,861
| +64% | +$325K | 0.01% | 709 |
|
|
2024
Q3 | $459K | Buy |
4,453
+198
| +5% | +$20.4K | 0.01% | 913 |
|
|
2024
Q2 | $368K | Buy |
4,255
+1,498
| +54% | +$130K | 0.01% | 959 |
|
|
2024
Q1 | $225K | Buy |
+2,757
| New | +$225K | 0.01% | 1127 |
|