Commonwealth Equity Services’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 | $462K | Sell |
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|
2025
Q2 | $516K | Buy |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $277K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $256 | Sell |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $257K | Buy |
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