Wealthspire Advisors (Maryland)’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-47
| Closed | -$5K | – | 2043 |
|
|
2019
Q1 | $5K | Hold |
47
| – | – | ﹤0.01% | 1855 |
|
|
2018
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 1875 |
|
|
2018
Q3 | $5K | Buy |
47
+1
| +2% | +$106 | ﹤0.01% | 1833 |
|
|
2018
Q2 | $6K | Sell |
46
-1
| -2% | -$130 | ﹤0.01% | 1743 |
|
|
2018
Q1 | $6K | Hold |
47
| – | – | ﹤0.01% | 1767 |
|
|
2017
Q4 | $5K | Buy |
47
+17
| +57% | +$1.81K | ﹤0.01% | 1855 |
|
|
2017
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1927 |
|