Atticus Wealth Management’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8K | Hold |
1,432
| – | – | ﹤0.01% | 422 |
|
|
2025
Q1 | $17.4K | Hold |
1,432
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $18.1K | Hold |
1,432
| – | – | 0.01% | 337 |
|
|
2024
Q3 | $18.7K | Hold |
1,432
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $17.6K | Buy |
+1,432
| New | +$17.6K | 0.01% | 323 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$227 | – | 589 |
|
|
2023
Q3 | $227 | Hold |
20
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $245 | Hold |
20
| – | – | ﹤0.01% | 561 |
|
|
2023
Q1 | $236 | Hold |
20
| – | – | ﹤0.01% | 525 |
|
|
2022
Q4 | $226 | Hold |
20
| – | – | ﹤0.01% | 517 |
|
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 607 |
|
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 630 |
|
|
2022
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 613 |
|