SGCA
Steel Grove Capital Advisors’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Hold |
5,500
| – | – | 0.08% | 109 |
|
|
2025
Q1 | $397K | Hold |
5,500
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $625K | Sell |
5,500
-250
| -4% | -$28.4K | 0.09% | 100 |
|
|
2024
Q3 | $566K | Buy |
5,750
+750
| +15% | +$73.8K | 0.08% | 110 |
|
|
2024
Q2 | $433K | Hold |
5,000
| – | – | 0.06% | 125 |
|
|
2024
Q1 | $408K | Buy |
+5,000
| New | +$408K | 0.05% | 140 |
|