SFM
Systematic Financial Management’s Virtus Investment Partners VRTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,175
| Closed | -$318K | – | 547 |
|
|
2020
Q1 | $318K | Sell |
4,175
-1,185
| -22% | -$90.3K | 0.02% | 296 |
|
|
2019
Q4 | $652K | Hold |
5,360
| – | – | 0.03% | 264 |
|
|
2019
Q3 | $593K | Buy |
+5,360
| New | +$593K | 0.03% | 218 |
|
|
2019
Q1 | – | Sell |
-14,845
| Closed | -$1.18M | – | 674 |
|
|
2018
Q4 | $1.18M | Buy |
+14,845
| New | +$1.18M | 0.04% | 334 |
|
|
2017
Q1 | – | Sell |
-23,825
| Closed | -$2.81M | – | 699 |
|
|
2016
Q4 | $2.81M | Buy |
+23,825
| New | +$2.81M | 0.04% | 325 |
|