Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$1.15K | – | 2111 |
|
|
2022
Q4 | $1.15K | Buy |
+6
| New | +$1.15K | ﹤0.01% | 1945 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 2804 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2999 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 2614 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 2511 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2446 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2449 |
|
|
2019
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2361 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$1K | – | 2490 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2379 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2229 |
|
|
2018
Q1 | $1K | Sell |
12
-3
| -20% | -$250 | ﹤0.01% | 2138 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 2137 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2087 |
|
|
2017
Q2 | $1K | Sell |
15
-4
| -21% | -$267 | ﹤0.01% | 2038 |
|
|
2017
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 1930 |
|
|
2016
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 1900 |
|
|
2016
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1934 |
|