Ladenburg Thalmann Financial Services’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $30K | Buy |
240
+123
| +105% | +$15.4K | ﹤0.01% | 3891 |
|
|
2019
Q3 | $13K | Buy |
117
+27
| +30% | +$3K | ﹤0.01% | 4270 |
|
|
2019
Q2 | $9K | Buy |
90
+2
| +2% | +$200 | ﹤0.01% | 4493 |
|
|
2019
Q1 | $9K | Hold |
88
| – | – | ﹤0.01% | 4438 |
|
|
2018
Q4 | $6K | Buy |
88
+16
| +22% | +$1.09K | ﹤0.01% | 4527 |
|
|
2018
Q3 | $8K | Sell |
72
-1
| -1% | -$111 | ﹤0.01% | 4405 |
|
|
2018
Q2 | $9K | Hold |
73
| – | – | ﹤0.01% | 4319 |
|
|
2018
Q1 | $9K | Hold |
73
| – | – | ﹤0.01% | 4319 |
|
|
2017
Q4 | $9K | Buy |
73
+5
| +7% | +$616 | ﹤0.01% | 4261 |
|
|
2017
Q3 | $8K | Sell |
68
-68
| -50% | -$8K | ﹤0.01% | 4191 |
|
|
2017
Q2 | $15K | Hold |
136
| – | – | ﹤0.01% | 3802 |
|
|
2017
Q1 | $14K | Buy |
136
+1
| +0.7% | +$103 | ﹤0.01% | 3786 |
|
|
2016
Q4 | $16K | Buy |
135
+108
| +400% | +$12.8K | ﹤0.01% | 3623 |
|
|
2016
Q3 | $3K | Sell |
27
-711
| -96% | -$79K | ﹤0.01% | 4384 |
|
|
2016
Q2 | $53K | Sell |
738
-504
| -41% | -$36.2K | ﹤0.01% | 2635 |
|
|
2016
Q1 | $97K | Buy |
1,242
+1,027
| +478% | +$80.2K | ﹤0.01% | 2092 |
|
|
2015
Q4 | $25K | Buy |
215
+141
| +191% | +$16.4K | ﹤0.01% | 3068 |
|
|
2015
Q3 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 3767 |
|
|
2015
Q2 | – | Sell |
-13
| Closed | -$2K | – | 4766 |
|
|
2015
Q1 | $2K | Buy |
13
+2
| +18% | +$308 | ﹤0.01% | 4311 |
|
|
2014
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 4083 |
|
|
2014
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 3698 |
|
|
2014
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 3665 |
|
|
2014
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 3536 |
|
|
2013
Q4 | – | Sell |
-8
| Closed | -$1K | – | 3860 |
|
|
2013
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 3589 |
|
|
2013
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 3508 |
|