BOK Financial’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
Q2 | – | Sell |
-1,165
| Closed | -$282K | – | 1274 |
|
2024
Q1 | $282K | Buy |
+1,165
| New | +$282K | 0.01% | 665 |
|
2023
Q4 | – | Sell |
-1,157
| Closed | -$213K | – | 1313 |
|
2023
Q3 | $213K | Buy |
1,157
+225
| +24% | +$41.5K | ﹤0.01% | 632 |
|
2023
Q2 | $184K | Sell |
932
-181
| -16% | -$35.7K | ﹤0.01% | 651 |
|
2023
Q1 | $212K | Buy |
+1,113
| New | +$212K | ﹤0.01% | 663 |
|