QWM
Quadcap Wealth Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Buy |
6,025
+167
| +3% | +$21.4K | 0.1% | 180 |
|
|
2025
Q1 | $423K | Sell |
5,858
-432
| -7% | -$31.2K | 0.06% | 265 |
|
|
2024
Q4 | $715K | Sell |
6,290
-344
| -5% | -$39.1K | 0.11% | 186 |
|
|
2024
Q3 | $660K | Sell |
6,634
-145
| -2% | -$14.4K | 0.1% | 206 |
|
|
2024
Q2 | $587K | Sell |
6,779
-3,133
| -32% | -$271K | 0.11% | 217 |
|
|
2024
Q1 | $810K | Sell |
9,912
-1,685
| -15% | -$138K | 0.18% | 128 |
|
|
2023
Q4 | $557K | Buy |
+11,597
| New | +$557K | 0.14% | 189 |
|