Atria Wealth Solutions’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,092
| Closed | -$229K | – | 2070 |
|
|
2024
Q3 | $229K | Sell |
1,092
-1
| -0.1% | -$209 | ﹤0.01% | 1675 |
|
|
2024
Q2 | $247K | Buy |
1,093
+84
| +8% | +$19K | ﹤0.01% | 1600 |
|
|
2024
Q1 | $250K | Sell |
1,009
-51
| -5% | -$12.6K | ﹤0.01% | 1668 |
|
|
2023
Q4 | $256K | Buy |
1,060
+40
| +4% | +$9.67K | ﹤0.01% | 1601 |
|
|
2023
Q3 | $206K | Sell |
1,020
-12
| -1% | -$2.42K | ﹤0.01% | 1674 |
|
|
2023
Q2 | $204K | Buy |
+1,032
| New | +$204K | ﹤0.01% | 1684 |
|