SBL
AIO

Sargent Bickham Lagudis’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Sargent Bickham Lagudis’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-934
Closed -$23K – 952
2021
Q4 		$23K Hold
934
– – ﹤0.01% 572
2021
Q3 		$25K Sell
934
-184
-16% -$4.93K ﹤0.01% 567
2021
Q2 		$31K Hold
1,118
– – ﹤0.01% 533
2021
Q1 		$30K Buy
+1,118
New +$30K ﹤0.01% 521