Stockman 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 | – | Sell |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $208K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $552K | Buy |
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|
2021
Q2 | $558K | Buy |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $266K | Buy |
|