Spire Wealth Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3K | Buy |
+1,300
| New | +$32.3K | ﹤0.01% | 1358 |
|
|
2024
Q2 | – | Sell |
-1,947
| Closed | -$39.1K | – | 2206 |
|
|
2024
Q1 | $39.1K | Sell |
1,947
-448
| -19% | -$8.99K | ﹤0.01% | 1296 |
|
|
2023
Q4 | $44.2K | Buy |
2,395
+85
| +4% | +$1.57K | ﹤0.01% | 1244 |
|
|
2023
Q3 | $38.1K | Buy |
2,310
+56
| +2% | +$925 | ﹤0.01% | 1268 |
|
|
2023
Q2 | $41.5K | Buy |
2,254
+59
| +3% | +$1.09K | ﹤0.01% | 1274 |
|
|
2023
Q1 | $38.2K | Buy |
2,195
+594
| +37% | +$10.3K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $26K | Hold |
1,601
| – | – | ﹤0.01% | 1253 |
|
|
2022
Q3 | $25K | Hold |
1,601
| – | – | ﹤0.01% | 1232 |
|
|
2022
Q2 | $26K | Buy |
1,601
+272
| +20% | +$4.42K | ﹤0.01% | 1549 |
|
|
2022
Q1 | $29K | Buy |
+1,329
| New | +$29K | ﹤0.01% | 1646 |
|