YorkBridge Wealth Partners’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $149K | Sell |
10,883
-15,281
| -58% | -$209K | 0.04% | 251 |
|
|
2022
Q3 | $254K | Sell |
26,164
-2,904
| -10% | -$28.2K | 0.07% | 230 |
|
|
2022
Q2 | $239K | Buy |
29,068
+1,574
| +6% | +$12.9K | 0.06% | 243 |
|
|
2022
Q1 | $385K | Buy |
27,494
+12,723
| +86% | +$178K | 0.08% | 186 |
|
|
2021
Q4 | $369K | Buy |
+14,771
| New | +$369K | 0.08% | 207 |
|