CHEN JAMES C. K. (Portfolio Manager) purchased 14.0% of their position (700.00 shares) of VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND on the open market
Open‑market purchase worth $13.2K — a moderate purchase. The strongest form of insider conviction signal.
P · 3 purchases
Filed: 6/15/2020ACC: 0001209191-20-036690
→
Officer· Portfolio Manager
Since Oct 2019
+700.00
Net shares
Net buyer
$13.2K
Total acquired
3
Open market trades
3B · 0S
3
Total transactions
700.00 acquired
Non-Derivative Transactions3
Common Stock
Direct
Shares
+350.00
Price / share
$18.95
Trade value
$6.63K
% of position
7.0%
6/11/2020
5K→5.35K
Common Stock
Direct
Shares
+200.00
Price / share
$18.81
Trade value
$3.76K
% of position
3.7%
6/11/2020
5.35K→5.55K
Common Stock
Direct
Shares
+150.00
Price / share
$18.70
Trade value
$2.81K
% of position
2.7%
6/11/2020
5.55K→5.70K
Total
Net shares
+700.00
Net value
$13.20K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 6/11/2020 | P · Purchase | +350.00 | $18.95 | $6.63K | 7.0% | 5K | 5.35K |
| Common Stock Direct | 6/11/2020 | P · Purchase | +200.00 | $18.81 | $3.76K | 3.7% | 5.35K | 5.55K |
| Common Stock Direct | 6/11/2020 | P · Purchase | +150.00 | $18.70 | $2.81K | 2.7% | 5.55K | 5.70K |
| Total | +700.00 | $13.20K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned250.00
Total
250.00 indirect250.00
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 250.00 | Indirect |
| Total | 250.00 | 250.00 indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported