Optimum Investment Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2K | Hold |
640
| – | – | 0.04% | 281 |
|
|
2025
Q1 | $46.2K | Sell |
640
-1,310
| -67% | -$94.6K | 0.02% | 349 |
|
|
2024
Q4 | $222K | Buy |
1,950
+450
| +30% | +$51.1K | 0.1% | 164 |
|
|
2024
Q3 | $149K | Buy |
1,500
+150
| +11% | +$14.9K | 0.06% | 219 |
|
|
2024
Q2 | $117K | Buy |
1,350
+1,200
| +800% | +$104K | 0.05% | 243 |
|
|
2024
Q1 | $12.3K | Buy |
+150
| New | +$12.3K | 0.01% | 503 |
|