LVW Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,988
| Closed | -$157K | – | 238 |
|
|
2023
Q1 | $157K | Hold |
10,988
| – | – | 0.03% | 229 |
|
|
2022
Q4 | $150K | Hold |
10,988
| – | – | 0.03% | 225 |
|
|
2022
Q3 | $107K | Hold |
10,988
| – | – | 0.02% | 214 |
|
|
2022
Q2 | $90K | Hold |
10,988
| – | – | 0.02% | 223 |
|
|
2022
Q1 | $154K | Sell |
10,988
-1,461
| -12% | -$20.5K | 0.03% | 227 |
|
|
2021
Q4 | $311K | Buy |
12,449
+2,736
| +28% | +$68.4K | 0.05% | 192 |
|
|
2021
Q3 | $234K | Buy |
+9,713
| New | +$234K | 0.04% | 218 |
|