B. Riley Wealth Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $420K | Buy |
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|
2022
Q2 | $197K | Sell |
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|
2022
Q1 | $475K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $260K | Buy |
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