Steward Partners Investment Advisory’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 | $3.34M | Sell |
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|
2025
Q2 | $3.5M | Buy |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $3.15M | Buy |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $872K | Buy |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $107K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $27K | Buy |
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