Sageworth Trust’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9
| Closed | -$2K | – | 596 |
|
|
2022
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 353 |
|
|
2022
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 325 |
|
|
2021
Q4 | $3K | Sell |
9
-31
| -78% | -$10.3K | ﹤0.01% | 551 |
|
|
2021
Q3 | $12K | Hold |
40
| – | – | ﹤0.01% | 517 |
|
|
2021
Q2 | $11K | Buy |
+40
| New | +$11K | ﹤0.01% | 577 |
|