Atria Wealth Solutions’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,873
| Closed | -$278K | – | 1902 |
|
|
2024
Q1 | $278K | Buy |
13,873
+1,089
| +9% | +$21.9K | ﹤0.01% | 1595 |
|
|
2023
Q4 | $222K | Sell |
12,784
-13,765
| -52% | -$240K | ﹤0.01% | 1695 |
|
|
2023
Q3 | $440K | Sell |
26,549
-621
| -2% | -$10.3K | 0.01% | 1183 |
|
|
2023
Q2 | $504K | Sell |
27,170
-825
| -3% | -$15.3K | 0.01% | 1149 |
|
|
2023
Q1 | $491K | Sell |
27,995
-1,475
| -5% | -$25.9K | 0.01% | 1143 |
|
|
2022
Q4 | $481K | Sell |
29,470
-2,749
| -9% | -$44.9K | 0.01% | 1095 |
|
|
2022
Q3 | $507K | Buy |
32,219
+21,044
| +188% | +$331K | 0.01% | 1008 |
|
|
2022
Q2 | $181K | Sell |
11,175
-18,322
| -62% | -$297K | ﹤0.01% | 1448 |
|
|
2022
Q1 | $648K | Buy |
+29,497
| New | +$648K | 0.01% | 925 |
|