Spire 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $2.8K | Hold |
|
|||||
|
2025
Q1 | $2.69K | Hold |
|
|||||
|
2024
Q4 | $2.64K | Hold |
|
|||||
|
2024
Q3 | $2.79K | Hold |
|
|||||
|
2024
Q2 | $2.46K | Hold |
|
|||||
|
2024
Q1 | $2.51K | Hold |
|
|||||
|
2023
Q4 | $2.38K | Hold |
|
|||||
|
2023
Q3 | $2.16K | Hold |
|
|||||
|
2023
Q2 | $2.74K | Hold |
|
|||||
|
2023
Q1 | $2.91K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $9K | Sell |
|
|||||
|
2021
Q4 | $13K | Buy |
|
|||||
|
2021
Q3 | $9K | Hold |
|
|||||
|
2021
Q2 | $9K | Sell |
|
|||||
|
2021
Q1 | $13K | Buy |
|