TWA
TCI Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-38
| Closed | -$7.24K | – | 2194 |
|
|
2023
Q1 | $7.24K | Hold |
38
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q4 | $7.28K | Buy |
+38
| New | +$7.28K | ﹤0.01% | 1284 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$4K | – | 2607 |
|
|
2022
Q2 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1710 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$4K | – | 2473 |
|
|
2021
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 1916 |
|
|
2021
Q3 | $4K | Buy |
14
+3
| +27% | +$857 | ﹤0.01% | 1818 |
|
|
2021
Q2 | $3K | Buy |
11
+2
| +22% | +$545 | ﹤0.01% | 1851 |
|
|
2021
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1903 |
|