AIO
Northwestern Mutual Wealth Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Buy |
+1,000
| New | +$24.8K | ﹤0.01% | 2500 |
|
|
2024
Q4 | – | Sell |
-705
| Closed | -$15.5K | – | 3593 |
|
|
2024
Q3 | $15.5K | Buy |
705
+560
| +386% | +$12.3K | ﹤0.01% | 2549 |
|
|
2024
Q2 | $3.15K | Sell |
145
-155
| -52% | -$3.37K | ﹤0.01% | 2993 |
|
|
2024
Q1 | $6.02K | Sell |
300
-3,181
| -91% | -$63.8K | ﹤0.01% | 2793 |
|
|
2023
Q4 | $60.6K | Buy |
+3,481
| New | +$60.6K | ﹤0.01% | 1978 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$20K | – | 2515 |
|
|
2020
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q1 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 1754 |
|