WR Wealth Planners’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$22.8K Buy
201
+53
+36% +$6.02K 0.01% 438
2024
Q3
$14.7K Buy
148
+116
+363% +$11.5K ﹤0.01% 567
2024
Q2
$2.77K Buy
32
+6
+23% +$519 ﹤0.01% 820
2024
Q1
$2.12K Buy
+26
New +$2.12K ﹤0.01% 869