Oxford Wealth Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.96M Sell
17,263
-2,257
-12% -$256K 1.27% 14
2024
Q3
$1.94M Buy
+19,520
New +$1.94M 1.58% 16