Dakota Wealth Management’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 | $354K | Sell |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q3 | $312K | Sell |
|
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|
2023
Q2 | $362K | Sell |
|
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|
2023
Q1 | $343K | Buy |
|
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $209K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $486K | Sell |
|
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|
2021
Q3 | $537K | Hold |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $709K | Buy |
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|
2020
Q3 | $456K | Buy |
|