Financial Gravity Asset Management’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$629 | – | 2520 |
|
|
2024
Q1 | $629 | Buy |
+3
| New | +$629 | ﹤0.01% | 1327 |
|
|
2023
Q3 | – | Sell |
-197
| Closed | -$610 | – | 1775 |
|
|
2023
Q2 | $610 | Buy |
+197
| New | +$610 | ﹤0.01% | 962 |
|
|
2023
Q1 | – | Sell |
-191
| Closed | -$612 | – | 1675 |
|
|
2022
Q4 | $612 | Buy |
+191
| New | +$612 | ﹤0.01% | 773 |
|
|
2020
Q2 | – | Sell |
-7
| Closed | -$513 | – | 910 |
|
|
2020
Q1 | $513 | Sell |
7
-1
| -13% | -$73 | ﹤0.01% | 556 |
|
|
2019
Q4 | $122K | Buy |
8
+1
| +14% | +$15.3K | 0.08% | 246 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1124 |
|
|
2019
Q2 | $1K | Buy |
7
+1
| +17% | +$143 | ﹤0.01% | 1143 |
|
|
2019
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1213 |
|
|
2018
Q3 | $3K | Buy |
27
+1
| +4% | +$111 | ﹤0.01% | 887 |
|
|
2018
Q2 | $3K | Sell |
26
-2
| -7% | -$231 | ﹤0.01% | 923 |
|
|
2018
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 887 |
|