VisionPoint Advisory Group’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
-144
Closed -$12.5K 773
2024
Q2
$12.5K Sell
144
-1
-0.7% -$87 ﹤0.01% 475
2024
Q1
$11.8K Hold
145
﹤0.01% 448
2023
Q4
$6.96K Hold
145
﹤0.01% 452
2023
Q3
$5.39K Buy
+145
New +$5.39K ﹤0.01% 492