Kingswood 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 | $989K | Sell |
7,702
-408
| -5% | -$52.4K | 0.08% | 265 |
|
|
2025
Q1 | $586K | Buy |
8,110
+210
| +3% | +$15.2K | 0.05% | 355 |
|
|
2024
Q4 | $898K | Buy |
7,900
+2,833
| +56% | +$322K | 0.07% | 298 |
|
|
2024
Q3 | $504K | Sell |
5,067
-5,723
| -53% | -$569K | 0.04% | 449 |
|
|
2024
Q2 | $934K | Buy |
10,790
+4,713
| +78% | +$408K | 0.08% | 248 |
|
|
2024
Q1 | $496K | Buy |
+6,077
| New | +$496K | 0.06% | 350 |
|