CapWealth Advisors’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-13
| Closed | -$1K | – | 253 |
|
|
2016
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 289 |
|
|
2016
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 277 |
|
|
2016
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 313 |
|
|
2015
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 249 |
|
|
2015
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 268 |
|
|
2015
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 269 |
|
|
2015
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 288 |
|
|
2014
Q4 | – | Sell |
-13
| Closed | -$2K | – | 271 |
|
|
2014
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 344 |
|