Petra Financial Advisors’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 |
-5,479
| Closed | -$623K | – | 148 |
|
|
2024
Q4 | $623K | Buy |
5,479
+119
| +2% | +$13.5K | 0.42% | 64 |
|
|
2024
Q3 | $533K | Sell |
5,360
-2,908
| -35% | -$289K | 0.35% | 80 |
|
|
2024
Q2 | $716K | Buy |
8,268
+416
| +5% | +$36K | 0.51% | 60 |
|
|
2024
Q1 | $633K | Buy |
+7,852
| New | +$633K | 0.46% | 64 |
|