Kingswood Wealth Advisors’s Vertiv VRT Stock Holding History

Kingswood Wealth Advisors’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.75M	Buy
2025 Q2	$989K	Sell
2025 Q1	$586K	Buy
2024 Q4	$898K	Buy
2024 Q3	$504K	Sell
2024 Q2	$934K	Buy
2024 Q1	$496K	Buy