Bruce G. Allen Investments’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726 | Buy |
+4
| New | +$726 | ﹤0.01% | 885 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$221 | – | 1137 |
|
|
2024
Q4 | $221 | Hold |
1
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q3 | $209 | Buy |
+1
| New | +$209 | ﹤0.01% | 1082 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$496 | – | 1032 |
|
|
2024
Q1 | $496 | Buy |
+2
| New | +$496 | ﹤0.01% | 859 |
|