Hillsdale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7K | Hold |
125
| – | – | ﹤0.01% | 498 |
|
|
2025
Q1 | $21.5K | Buy |
+125
| New | +$21.5K | ﹤0.01% | 474 |
|
|
2024
Q3 | – | Sell |
-25
| Closed | -$5.65K | – | 708 |
|
|
2024
Q2 | $5.65K | Hold |
25
| – | – | ﹤0.01% | 551 |
|
|
2024
Q1 | $6.2K | Buy |
+25
| New | +$6.2K | ﹤0.01% | 538 |
|
|
2022
Q2 | – | Sell |
-3,800
| Closed | -$912K | – | 620 |
|
|
2022
Q1 | $912K | Hold |
3,800
| – | – | 0.06% | 251 |
|
|
2021
Q4 | $1.13M | Sell |
3,800
-300
| -7% | -$89.1K | 0.08% | 225 |
|
|
2021
Q3 | $1.27M | Sell |
4,100
-500
| -11% | -$155K | 0.1% | 177 |
|
|
2021
Q2 | $1.28M | Sell |
4,600
-700
| -13% | -$194K | 0.1% | 184 |
|
|
2021
Q1 | $1.25M | Hold |
5,300
| – | – | 0.1% | 194 |
|
|
2020
Q4 | $1.15M | Buy |
+5,300
| New | +$1.15M | 0.11% | 192 |
|
|
2013
Q3 | – | Sell |
-1,500
| Closed | -$264K | – | 571 |
|
|
2013
Q2 | $264K | Buy |
+1,500
| New | +$264K | 0.09% | 222 |
|