Disciplined Investments’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
Q3
Sell
-2
Closed -$395 1513
2023
Q2
$395 Hold
2
﹤0.01% 1316
2023
Q1
$381 Buy
2
+1
+100% +$191 ﹤0.01% 1323
2022
Q4
$191 Buy
+1
New +$191 ﹤0.01% 1438
2022
Q3
Sell
-1
Closed 1646
2022
Q2
$0 Sell
1
-1
-50% ﹤0.01% 1652
2022
Q1
$0 Buy
+2
New ﹤0.01% 1642