AWM
NIE

Aevitas Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Aevitas Wealth Management’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,075
Closed -$25K – 440
2018
Q3 		$25K Hold
1,075
– – 0.02% 267
2018
Q2 		$24K Buy
+1,075
New +$24K 0.02% 260