Y-Intercept (HK)’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
+4,603
| New | +$835K | 0.02% | 1017 |
|
|
2025
Q1 | – | Sell |
-3,261
| Closed | -$719K | – | 1642 |
|
|
2024
Q4 | $719K | Buy |
3,261
+1,038
| +47% | +$229K | 0.05% | 566 |
|
|
2024
Q3 | $466K | Buy |
2,223
+828
| +59% | +$173K | 0.03% | 806 |
|
|
2024
Q2 | $315K | Buy |
+1,395
| New | +$315K | 0.02% | 1021 |
|
|
2023
Q3 | – | Sell |
-1,977
| Closed | -$390K | – | 1655 |
|
|
2023
Q2 | $390K | Buy |
+1,977
| New | +$390K | 0.04% | 670 |
|
|
2023
Q1 | – | Sell |
-1,695
| Closed | -$324K | – | 1571 |
|
|
2022
Q4 | $324K | Buy |
+1,695
| New | +$324K | 0.05% | 623 |
|