Lake Street Advisors Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$653K Buy
5,751
+155
+3% +$17.6K 0.03% 290
2024
Q3
$557K Buy
5,596
+459
+9% +$45.7K 0.03% 311
2024
Q2
$445K Buy
+5,137
New +$445K 0.02% 349