Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 703 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 859 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 835 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 878 |
|
|
2020
Q1 | $0 | Sell |
2
-12
| -86% | – | ﹤0.01% | 1032 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 890 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 776 |
|
|
2019
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 827 |
|
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 860 |
|