Ellevest Inc’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
Q2 | – | Sell |
-94
| Closed | -$17.9K | – | 1609 |
|
|
2023
Q1 | $17.9K | Buy |
94
+6
| +7% | +$1.14K | ﹤0.01% | 871 |
|
|
2022
Q4 | $16.8K | Buy |
88
+29
| +49% | +$5.55K | ﹤0.01% | 905 |
|
|
2022
Q3 | $9K | Buy |
59
+52
| +743% | +$7.93K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1334 |
|
|
2022
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 1211 |
|
|
2021
Q3 | $2K | Sell |
7
-3
| -30% | -$857 | ﹤0.01% | 1188 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 993 |
|
|
2021
Q1 | $2K | Buy |
10
+3
| +43% | +$600 | ﹤0.01% | 1097 |
|
|
2020
Q4 | $2K | Sell |
7
-3
| -30% | -$857 | ﹤0.01% | 1004 |
|
|
2020
Q3 | $1K | Sell |
10
-2
| -17% | -$200 | ﹤0.01% | 1074 |
|
|
2020
Q2 | $1K | Sell |
12
-9
| -43% | -$750 | ﹤0.01% | 1070 |
|
|
2020
Q1 | $2K | Buy |
21
+3
| +17% | +$286 | ﹤0.01% | 800 |
|
|
2019
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 701 |
|