Next Financial Group’s Virtus Investment Partners VRTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$162K Sell
545
-8
-1% -$2.38K 0.01% 979
2021
Q3
$172K Sell
553
-22
-4% -$6.84K 0.01% 907
2021
Q2
$160K Sell
575
-18
-3% -$5.01K 0.01% 910
2021
Q1
$140K Sell
593
-580
-49% -$137K 0.01% 893
2020
Q4
$255K Sell
1,173
-31
-3% -$6.74K 0.02% 629
2020
Q3
$167K Buy
+1,204
New +$167K 0.02% 685
2020
Q2
Sell
-369
Closed -$28K 1881
2020
Q1
$28K Buy
369
+341
+1,218% +$25.9K ﹤0.01% 1164
2019
Q4
$3K Buy
+28
New +$3K ﹤0.01% 2114
2017
Q1
Sell
-2
Closed 2308
2016
Q4
$0 Hold
2
﹤0.01% 2492
2016
Q3
$0 Buy
+2
New ﹤0.01% 2443
2014
Q4
Sell
-2
Closed 2380
2014
Q3
$0 Buy
+2
New ﹤0.01% 2570