Apogem Capital’s Virtus Investment Partners VRTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,253
Closed -$385K 161
2022
Q2
$385K Sell
2,253
-4,899
-68% -$837K 0.35% 92
2022
Q1
$1.72M Buy
7,152
+2,128
+42% +$511K 1.17% 12
2021
Q4
$1.49M Sell
5,024
-833
-14% -$248K 0.98% 19
2021
Q3
$1.82M Buy
5,857
+1,952
+50% +$606K 1.16% 16
2021
Q2
$1.09M Buy
+3,905
New +$1.09M 0.69% 44