Claro Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $544K | Hold |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $588K | Hold |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $860K | Buy |
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|
2020
Q3 | $468K | Buy |
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