Creekmur Asset Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149 | Hold |
6
| – | – | ﹤0.01% | 720 |
|
|
2025
Q1 | $121 | Sell |
6
-8
| -57% | -$161 | ﹤0.01% | 672 |
|
|
2024
Q4 | $334 | Sell |
14
-5
| -26% | -$119 | ﹤0.01% | 760 |
|
|
2024
Q3 | $419 | Sell |
19
-834
| -98% | -$18.4K | ﹤0.01% | 809 |
|
|
2024
Q2 | $18.5K | Sell |
853
-1,520
| -64% | -$33K | ﹤0.01% | 392 |
|
|
2024
Q1 | $47.6K | Sell |
2,373
-5,616
| -70% | -$113K | 0.02% | 260 |
|
|
2023
Q4 | $139K | Buy |
+7,989
| New | +$139K | 0.04% | 173 |
|