B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $586 | Buy |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $471K | Sell |
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|
2021
Q1 | $459K | Hold |
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|
2020
Q4 | $456K | Sell |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $716K | Sell |
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|
2020
Q1 | $602K | Buy |
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|
2019
Q4 | $213K | Buy |
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