Spire Wealth Management’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 | $35.1K | Buy |
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|
2025
Q2 | $32.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $39.1K | Sell |
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|
2023
Q4 | $44.2K | Buy |
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|
2023
Q3 | $38.1K | Buy |
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|
2023
Q2 | $41.5K | Buy |
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|
2023
Q1 | $38.2K | Buy |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $29K | Buy |
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