Kovack 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 | $7.08M | Sell |
55,142
-6,550
| -11% | -$841K | 0.69% | 28 |
|
2025
Q1 | $4.45M | Buy |
61,692
+719
| +1% | +$51.9K | 0.47% | 43 |
|
2024
Q4 | $6.93M | Sell |
60,973
-419
| -0.7% | -$47.6K | 0.68% | 28 |
|
2024
Q3 | $6.11M | Buy |
61,392
+29,338
| +92% | +$2.92M | 0.65% | 29 |
|
2024
Q2 | $2.77M | Buy |
32,054
+26,288
| +456% | +$2.28M | 0.31% | 65 |
|
2024
Q1 | $471K | Buy |
+5,766
| New | +$471K | 0.06% | 261 |
|
2021
Q2 | – | Sell |
-10,193
| Closed | -$204K | – | 702 |
|
2021
Q1 | $204K | Buy |
+10,193
| New | +$204K | 0.03% | 582 |
|