Focused Wealth 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 Q1	–	Sell	-18	Closed	-$4.35K	–	909
2023 Q4	$4.35K	Hold	18	–	–	﹤0.01%	656
2023 Q3	$3.64K	Hold	18	–	–	﹤0.01%	670
2023 Q2	$3.55K	Hold	18	–	–	﹤0.01%	687
2023 Q1	$3.43K	Buy	+18	New	+$3.43K	﹤0.01%	707