Optimist Retirement Group’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
3,152
+259
| +9% | +$33.3K | 0.19% | 58 |
|
|
2025
Q1 | $209K | Buy |
2,893
+600
| +26% | +$43.3K | 0.1% | 114 |
|
|
2024
Q4 | $261K | Sell |
2,293
-384
| -14% | -$43.6K | 0.12% | 81 |
|
|
2024
Q3 | $266K | Sell |
2,677
-76
| -3% | -$7.56K | 0.12% | 75 |
|
|
2024
Q2 | $238K | Buy |
2,753
+8
| +0.3% | +$693 | 0.13% | 78 |
|
|
2024
Q1 | $224K | Buy |
+2,745
| New | +$224K | 0.12% | 84 |
|