SWA
Sax Wealth Advisors’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Sell |
4,335
-102
| -2% | -$13.1K | 0.03% | 240 |
|
|
2025
Q1 | $320K | Sell |
4,437
-2,193
| -33% | -$158K | 0.02% | 283 |
|
|
2024
Q4 | $753K | Sell |
6,630
-563
| -8% | -$64K | 0.06% | 148 |
|
|
2024
Q3 | $716K | Buy |
7,193
+419
| +6% | +$41.7K | 0.06% | 124 |
|
|
2024
Q2 | $586K | Buy |
6,774
+3,434
| +103% | +$297K | 0.06% | 130 |
|
|
2024
Q1 | $273K | Buy |
+3,340
| New | +$273K | 0.03% | 154 |
|