Kingsview Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
6,497
-208
| -3% | -$26.7K | 0.01% | 633 |
|
|
2025
Q1 | $484K | Buy |
6,705
+832
| +14% | +$60.1K | 0.01% | 732 |
|
|
2024
Q4 | $667K | Buy |
5,873
+2,219
| +61% | +$252K | 0.01% | 659 |
|
|
2024
Q3 | $364K | Sell |
3,654
-90
| -2% | -$8.95K | 0.01% | 815 |
|
|
2024
Q2 | $324K | Buy |
+3,744
| New | +$324K | 0.01% | 809 |
|