Personal CFO Solutions’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
+2,415
| New | +$310K | 0.06% | 321 |
|
|
2025
Q1 | – | Sell |
-2,588
| Closed | -$294K | – | 493 |
|
|
2024
Q4 | $294K | Buy |
2,588
+23
| +0.9% | +$2.61K | 0.06% | 333 |
|
|
2024
Q3 | $255K | Buy |
2,565
+161
| +7% | +$16K | 0.04% | 467 |
|
|
2024
Q2 | $208K | Sell |
2,404
-1,034
| -30% | -$89.5K | 0.03% | 498 |
|
|
2024
Q1 | $281K | Sell |
3,438
-761
| -18% | -$62.2K | 0.04% | 417 |
|
|
2023
Q4 | $202K | Buy |
+4,199
| New | +$202K | 0.03% | 491 |
|