Chapin Davis’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Hold |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $369K | Hold |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $274K | Buy |
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