NewEdge Advisors’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 | $19.1K | Sell |
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|
2025
Q1 | $29.5K | Buy |
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|
2024
Q4 | $35K | Buy |
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|
2024
Q3 | $30.9K | Buy |
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|
2024
Q2 | $30.2K | Buy |
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|
2024
Q1 | $27.7K | Buy |
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|
2023
Q4 | $23.7K | Buy |
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|
2023
Q3 | $22.2K | Buy |
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|
2023
Q2 | $24.5K | Buy |
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|
2023
Q1 | $12.3K | Buy |
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|
2022
Q4 | $11 | Buy |
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