Heritage Wealth Advisors’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
Q2 | – | Sell |
-23
| Closed | -$5.42K | – | 590 |
|
|
2021
Q1 | $5.42K | Hold |
23
| – | – | ﹤0.01% | 491 |
|
|
2020
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 492 |
|
|
2020
Q3 | $3.19K | Hold |
23
| – | – | ﹤0.01% | 439 |
|
|
2020
Q2 | $2.68K | Hold |
23
| – | – | ﹤0.01% | 422 |
|
|
2020
Q1 | $1.75K | Hold |
23
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $2.8K | Hold |
23
| – | – | ﹤0.01% | 506 |
|
|
2019
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 424 |
|
|
2019
Q2 | $2.47K | Hold |
23
| – | – | ﹤0.01% | 430 |
|
|
2019
Q1 | $2.24K | Hold |
23
| – | – | ﹤0.01% | 408 |
|
|
2018
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 381 |
|
|
2018
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 362 |
|