Valmark Advisers’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
-3,075
Closed -$266K 601
2024
Q2
$266K Buy
+3,075
New +$266K ﹤0.01% 494