Atria Wealth Solutions’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$98.4K Buy
2024
Q3
$38.7K Hold
2024
Q2
$36.3K Buy
2024
Q1
$36.4K Buy
2023
Q4
$34.8K Buy
2023
Q3
$31.2K Sell
2023
Q2
$352K Buy
2023
Q1
$301K Buy
2022
Q4
$252K Buy
2022
Q3
$242K Buy
2022
Q2
$183K Sell
2022
Q1
$257K Buy