USA Financial Formulas’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,914
| Closed | -$401K | – | 385 |
|
|
2024
Q1 | $401K | Sell |
4,914
-2,730
| -36% | -$223K | 0.07% | 113 |
|
|
2023
Q4 | $367K | Buy |
7,644
+4,835
| +172% | +$232K | 0.06% | 103 |
|
|
2023
Q3 | $104K | Buy |
2,809
+673
| +32% | +$25K | 0.16% | 138 |
|
|
2023
Q2 | $52.9K | Buy |
+2,136
| New | +$52.9K | 0.08% | 159 |
|