CIBC Private Wealth Group’s Virtus Total Return Fund ZTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.8K | Hold |
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|
2025
Q1 | $44.3K | Hold |
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|
2024
Q4 | $48.9K | Hold |
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|
2024
Q3 | $51.6K | Hold |
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|
2024
Q2 | $45.6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $436K | Hold |
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|
2019
Q2 | $460K | Hold |
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|
2019
Q1 | $424K | Hold |
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|
2018
Q4 | $354K | Hold |
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|
2018
Q3 | $443K | Buy |
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|
2018
Q2 | $346K | Buy |
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|
2018
Q1 | $286K | Sell |
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|
2017
Q4 | $426K | Hold |
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|
2017
Q3 | $420K | Buy |
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|
2017
Q2 | $256K | Sell |
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|
2017
Q1 | $310K | Buy |
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