Perfromance Wealth Partners’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-36,640
Closed -$4.16M 193
2024
Q4
$4.16M Buy
+36,640
New +$4.16M 0.13% 30