Sutton Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-175
| Closed | -$33.5K | – | 1554 |
|
|
2022
Q4 | $33.5K | Sell |
175
-67
| -28% | -$12.8K | 0.01% | 514 |
|
|
2022
Q3 | $38.6K | Sell |
242
-4
| -2% | -$638 | 0.02% | 444 |
|
|
2022
Q2 | $42.1K | Buy |
246
+73
| +42% | +$12.5K | 0.02% | 425 |
|
|
2022
Q1 | $41.5K | Sell |
173
-2
| -1% | -$480 | 0.01% | 466 |
|
|
2021
Q4 | $52K | Buy |
175
+2
| +1% | +$594 | 0.02% | 399 |
|
|
2021
Q3 | $53.7K | Hold |
173
| – | – | 0.02% | 382 |
|
|
2021
Q2 | $48.1K | Hold |
173
| – | – | 0.02% | 417 |
|
|
2021
Q1 | $40.7K | Hold |
173
| – | – | 0.02% | 447 |
|
|
2020
Q4 | $37.5K | Hold |
173
| – | – | 0.02% | 434 |
|
|
2020
Q3 | $24K | Hold |
173
| – | – | 0.01% | 492 |
|
|
2020
Q2 | $20.1K | Buy |
173
+97
| +128% | +$11.3K | 0.01% | 529 |
|
|
2020
Q1 | $5.78K | Sell |
76
-50
| -40% | -$3.81K | ﹤0.01% | 786 |
|
|
2019
Q4 | $15.3K | Hold |
126
| – | – | 0.01% | 705 |
|
|
2019
Q3 | $13.9K | Hold |
126
| – | – | 0.01% | 701 |
|
|
2019
Q2 | $13.5K | Buy |
126
+50
| +66% | +$5.37K | 0.01% | 692 |
|
|
2019
Q1 | $7.41K | Hold |
76
| – | – | ﹤0.01% | 857 |
|
|
2018
Q4 | $6.04K | Hold |
76
| – | – | ﹤0.01% | 854 |
|
|
2018
Q3 | $8.65K | Hold |
76
| – | – | 0.01% | 816 |
|
|
2018
Q2 | $9.72K | Hold |
76
| – | – | 0.01% | 836 |
|
|
2018
Q1 | $9.41K | Hold |
76
| – | – | 0.01% | 824 |
|
|
2017
Q4 | $8.74K | Hold |
76
| – | – | 0.01% | 817 |
|
|
2017
Q3 | $8.82K | Hold |
76
| – | – | 0.01% | 790 |
|
|
2017
Q2 | $8.43K | Hold |
76
| – | – | 0.01% | 780 |
|
|
2017
Q1 | $8.05K | Hold |
76
| – | – | 0.01% | 769 |
|
|
2016
Q4 | $8.97K | Hold |
76
| – | – | 0.01% | 720 |
|
|
2016
Q3 | $7.44K | Hold |
76
| – | – | 0.01% | 737 |
|
|
2016
Q2 | $5.41K | Buy |
+76
| New | +$5.41K | 0.01% | 768 |
|