Independent Portfolio Consultants’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-95
| Closed | -$9K | – | 861 |
|
|
2016
Q3 | $9K | Sell |
95
-25
| -21% | -$2.37K | ﹤0.01% | 689 |
|
|
2016
Q2 | $9K | Hold |
120
| – | – | ﹤0.01% | 711 |
|
|
2016
Q1 | $9K | Buy |
120
+30
| +33% | +$2.25K | ﹤0.01% | 729 |
|
|
2015
Q4 | $11K | Buy |
90
+20
| +29% | +$2.44K | ﹤0.01% | 705 |
|
|
2015
Q3 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 755 |
|
|
2015
Q2 | – | Sell |
-1,680
| Closed | -$220K | – | 1120 |
|
|
2015
Q1 | $220K | Sell |
1,680
-80
| -5% | -$10.5K | 0.05% | 335 |
|
|
2014
Q4 | $300K | Buy |
1,760
+955
| +119% | +$163K | 0.06% | 310 |
|
|
2014
Q3 | $140K | Sell |
805
-475
| -37% | -$82.6K | 0.04% | 511 |
|
|
2014
Q2 | $271K | Buy |
+1,280
| New | +$271K | 0.08% | 395 |
|