Shaker Financial Services’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $797K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $611K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $566K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.4M | Sell |
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|
2021
Q2 | $4.03M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $686K | Buy |
|