LRI Investments’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59.8K | Buy |
466
+42
| +10% | +$5.39K | 0.01% | 523 |
|
2025
Q1 | $30.6K | Sell |
424
-296
| -41% | -$21.4K | ﹤0.01% | 607 |
|
2024
Q4 | $81.8K | Sell |
720
-159
| -18% | -$18.1K | 0.01% | 446 |
|
2024
Q3 | $106K | Sell |
879
-1,375
| -61% | -$166K | 0.01% | 396 |
|
2024
Q2 | $195K | Buy |
+2,254
| New | +$195K | 0.02% | 256 |
|