Thomas J. Herzfeld Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $154K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.67M | Sell |
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|
2021
Q3 | $2.89M | Sell |
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|
2021
Q2 | $3.11M | Sell |
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|
2021
Q1 | $3.04M | Buy |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.46M | Buy |
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|
2020
Q2 | $2.34M | Buy |
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|
2020
Q1 | $689K | Buy |
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