SYM Financial Corp’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Buy	+2,348	New	+$302K	0.03%	211
2025 Q1	–	Sell	-2,573	Closed	-$292K	–	388
2024 Q4	$292K	Buy	2,573 +336	+15%	+$38.2K	0.04%	162
2024 Q3	$223K	Buy	+2,237	New	+$223K	0.03%	158