SWM
AIO
SeaCrest 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 | $884K | Buy |
35,600
+15,700
| +79% | +$390K | 0.1% | 193 |
|
|
2025
Q1 | $411K | Sell |
19,900
-1,450
| -7% | -$29.9K | 0.05% | 387 |
|
|
2024
Q4 | $526K | Sell |
21,350
-2,800
| -12% | -$69K | 0.06% | 321 |
|
|
2024
Q3 | $531K | Buy |
24,150
+7,600
| +46% | +$167K | 0.06% | 324 |
|
|
2024
Q2 | $359K | Buy |
16,550
+6,550
| +66% | +$142K | 0.04% | 409 |
|
|
2024
Q1 | $201K | Buy |
+10,000
| New | +$201K | 0.02% | 571 |
|