C.M. Bidwell & Associates’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
Q4 | – | Sell |
-801
| Closed | -$249K | – | 644 |
|
|
2021
Q3 | $249K | Hold |
801
| – | – | 0.17% | 113 |
|
|
2021
Q2 | $222K | Sell |
801
-10
| -1% | -$2.77K | 0.15% | 131 |
|
|
2021
Q1 | $191K | Buy |
+811
| New | +$191K | 0.14% | 142 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$66K | – | 462 |
|
|
2019
Q3 | $66K | Hold |
600
| – | – | 0.07% | 229 |
|
|
2019
Q2 | $64K | Buy |
+600
| New | +$64K | 0.06% | 221 |
|
|
2017
Q4 | – | Sell |
-2,375
| Closed | -$276K | – | 454 |
|
|
2017
Q3 | $276K | Sell |
2,375
-600
| -20% | -$69.7K | 0.42% | 94 |
|
|
2017
Q2 | $330K | Buy |
+2,975
| New | +$330K | 0.07% | 112 |
|