Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $435 | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $87.8K | Sell |
|
|||||
|
2024
Q1 | $239K | Buy |
|
|||||
|
2023
Q4 | $78.9K | Buy |
|
|||||
|
2023
Q3 | $71.6K | Hold |
|
|||||
|
2023
Q2 | $79.8K | Sell |
|
|||||
|
2023
Q1 | $85.9K | Sell |
|
|||||
|
2022
Q4 | $107K | Sell |
|
|||||
|
2022
Q3 | $104K | Buy |
|
|||||
|
2022
Q2 | $94K | Buy |
|
|||||
|
2022
Q1 | $54K | Sell |
|
|||||
|
2021
Q4 | $93K | Buy |
|
|||||
|
2021
Q3 | $21K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $20K | Buy |
|
|||||
|
2020
Q1 | $5K | Buy |
|