SeaCrest Wealth Management’s Virtus Total Return Fund ZTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $290K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $196K | Buy |
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|
2018
Q3 | $231K | Buy |
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|
2018
Q2 | $205K | Buy |
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|
2018
Q1 | $66K | Buy |
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|
2017
Q4 | $20K | Buy |
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