Atria Wealth Solutions’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $224K | Hold |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $384K | Buy |
|