WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1737 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1505 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1499 |
|
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1462 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1496 |
|
|
2015
Q3 | $1K | Sell |
10
-10
| -50% | -$1K | ﹤0.01% | 1528 |
|
|
2015
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 1431 |
|
|
2015
Q1 | $3K | Sell |
20
-20
| -50% | -$3K | ﹤0.01% | 1484 |
|
|
2014
Q4 | $7K | Hold |
40
| – | – | ﹤0.01% | 1565 |
|
|
2014
Q3 | $7K | Sell |
40
-10
| -20% | -$1.75K | ﹤0.01% | 1577 |
|
|
2014
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 1454 |
|
|
2014
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 1484 |
|
|
2013
Q4 | $10K | Buy |
50
+30
| +150% | +$6K | ﹤0.01% | 1585 |
|
|
2013
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 1873 |
|