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Mason & Associates (California)’s Vertiv VRT Stock Holding History

Mason & Associates (California)’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$378K Sell
2,944
-312
-10% -$40.1K 0.09% 84
2025
Q1 		$235K Buy
3,256
+233
+8% +$16.8K 0.06% 102
2024
Q4 		$343K Buy
+3,023
New +$343K 0.08% 83