Simplicity Wealth’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,437
Closed -$1.68M 1199
2024
Q2
$1.68M Buy
19,437
+233
+1% +$20.2K 0.04% 385
2024
Q1
$1.57M Buy
+19,204
New +$1.57M 0.04% 403