Bowling Portfolio Management’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,222
| Closed | -$308K | – | 363 |
|
|
2020
Q3 | $308K | Sell |
2,222
-4,603
| -67% | -$638K | 0.07% | 257 |
|
|
2020
Q2 | $794K | Sell |
6,825
-1,249
| -15% | -$145K | 0.17% | 159 |
|
|
2020
Q1 | $615K | Sell |
8,074
-1,617
| -17% | -$123K | 0.15% | 200 |
|
|
2019
Q4 | $1.18M | Sell |
9,691
-4,120
| -30% | -$502K | 0.2% | 151 |
|
|
2019
Q3 | $1.53M | Buy |
+13,811
| New | +$1.53M | 0.26% | 123 |
|