Stifel Financial’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,852
| Closed | -$224K | – | 3096 |
|
|
2019
Q4 | $224K | Buy |
+1,852
| New | +$224K | ﹤0.01% | 2698 |
|
|
2015
Q3 | – | Sell |
-9,674
| Closed | -$1.28M | – | 2379 |
|
|
2015
Q2 | $1.28M | Buy |
9,674
+942
| +11% | +$125K | 0.01% | 1236 |
|
|
2015
Q1 | $1.14M | Sell |
8,732
-38
| -0.4% | -$4.97K | 0.01% | 1226 |
|
|
2014
Q4 | $1.5M | Buy |
8,770
+1,143
| +15% | +$195K | 0.01% | 1059 |
|
|
2014
Q3 | $1.32M | Sell |
7,627
-31,429
| -80% | -$5.46M | 0.01% | 966 |
|
|
2014
Q2 | $8.27M | Buy |
39,056
+32,623
| +507% | +$6.91M | 0.07% | 322 |
|
|
2014
Q1 | $1.11M | Buy |
+6,433
| New | +$1.11M | 0.01% | 1020 |
|