MLL
Moody Lynn & Lieberson’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
+2,672
| New | +$343K | 0.02% | 202 |
|
|
2025
Q1 | – | Sell |
-2,144
| Closed | -$244K | – | 261 |
|
|
2024
Q4 | $244K | Sell |
2,144
-750
| -26% | -$85.2K | 0.01% | 220 |
|
|
2024
Q3 | $288K | Buy |
+2,894
| New | +$288K | 0.02% | 215 |
|
|
2024
Q2 | – | Sell |
-2,694
| Closed | -$220K | – | 249 |
|
|
2024
Q1 | $220K | Sell |
2,694
-1,550
| -37% | -$127K | 0.01% | 222 |
|
|
2023
Q4 | $204K | Buy |
+4,244
| New | +$204K | 0.02% | 226 |
|