PWS
Precision Wealth Strategies’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,039
| Closed | -$292K | – | 194 |
|
|
2025
Q1 | $292K | Sell |
4,039
-1,036
| -20% | -$74.8K | 0.22% | 86 |
|
|
2024
Q4 | $577K | Buy |
5,075
+304
| +6% | +$34.5K | 0.45% | 37 |
|
|
2024
Q3 | $475K | Buy |
4,771
+165
| +4% | +$16.4K | 0.44% | 44 |
|
|
2024
Q2 | $399K | Sell |
4,606
-2,317
| -33% | -$201K | 0.41% | 55 |
|
|
2024
Q1 | $565K | Sell |
6,923
-3,201
| -32% | -$261K | 0.53% | 33 |
|
|
2023
Q4 | $486K | Sell |
10,124
-92
| -0.9% | -$4.42K | 0.47% | 33 |
|
|
2023
Q3 | $380K | Buy |
+10,216
| New | +$380K | 0.41% | 42 |
|