HBW
Hazlett, Burt & Watson’s Virtus Investment Partners VRTS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12
| Closed | -$2K | – | 855 |
|
2025
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 740 |
|
2024
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 684 |
|
2024
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 694 |
|
2024
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 641 |
|
2024
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 632 |
|
2023
Q4 | $3K | Buy |
12
+1
| +9% | +$250 | ﹤0.01% | 603 |
|
2023
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 656 |
|
2023
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 625 |
|
2023
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 578 |
|
2022
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 581 |
|
2022
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 586 |
|
2022
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 574 |
|
2022
Q1 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 552 |
|