Summit Securities Group’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,000	Closed	-$29K	–	940
2023 Q1	$29K	Hold	2,000	–	–	﹤0.01%	419
2022 Q4	$27K	Buy	+2,000	New	+$27K	﹤0.01%	620