TriaGen Wealth Management’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 |
-9,665
| Closed | -$837K | – | 184 |
|
|
2024
Q2 | $837K | Sell |
9,665
-8
| -0.1% | -$693 | 0.32% | 74 |
|
|
2024
Q1 | $790K | Sell |
9,673
-75
| -0.8% | -$6.13K | 0.33% | 70 |
|
|
2023
Q4 | $468K | Buy |
+9,748
| New | +$468K | 0.22% | 94 |
|
|
2023
Q1 | – | Sell |
-21,480
| Closed | -$293K | – | 188 |
|
|
2022
Q4 | $293K | Buy |
+21,480
| New | +$293K | 0.16% | 131 |
|