BDO Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7
| Closed | -$2K | – | 1272 |
|
|
2020
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 799 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 831 |
|
|
2019
Q1 | – | Sell |
-700
| Closed | -$56K | – | 670 |
|
|
2018
Q4 | $56K | Hold |
700
| – | – | 0.02% | 253 |
|
|
2018
Q3 | $80K | Hold |
700
| – | – | 0.03% | 237 |
|
|
2018
Q2 | $90K | Buy |
+700
| New | +$90K | 0.03% | 226 |
|