Laidlaw Wealth Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,959
| Closed | -$217K | – | 367 |
|
|
2022
Q3 | $217K | Buy |
13,959
+358
| +3% | +$5.57K | 0.05% | 288 |
|
|
2022
Q2 | $220K | Sell |
13,601
-7,133
| -34% | -$115K | 0.04% | 325 |
|
|
2022
Q1 | $453K | Buy |
20,734
+2,799
| +16% | +$61.2K | 0.08% | 230 |
|
|
2021
Q4 | $445K | Buy |
17,935
+244
| +1% | +$6.05K | 0.07% | 241 |
|
|
2021
Q3 | $472K | Buy |
+17,691
| New | +$472K | 0.12% | 157 |
|