Pinnacle Wealth Planning Services’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,777
Closed -$276K 561
2024
Q3
$276K Buy
+2,777
New +$276K 0.04% 332
2021
Q1
Sell
-9
Closed 1901
2020
Q4
$0 Buy
+9
New ﹤0.01% 2311