Moors & Cabot’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Hold |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $481K | Hold |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $423K | Hold |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $582K | Buy |
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|
2020
Q1 | $448K | Buy |
|