Concord Wealth Partners’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6
| Closed | -$1.21K | – | 1032 |
|
|
2023
Q3 | $1.21K | Hold |
6
| – | – | ﹤0.01% | 928 |
|
|
2023
Q2 | $1.19K | Buy |
+6
| New | +$1.19K | ﹤0.01% | 932 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$1.15K | – | 1240 |
|
|
2022
Q4 | $1.15K | Buy |
+6
| New | +$1.15K | ﹤0.01% | 1036 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1133 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1210 |
|