Avantax Advisory Services’s Virtus Convertible & Income Fund II NCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,689
| Closed | -$33.7K | – | 2295 |
|
|
2024
Q4 | $33.7K | Buy |
2,689
+123
| +5% | +$1.54K | ﹤0.01% | 2164 |
|
|
2024
Q3 | $31.9K | Buy |
+2,566
| New | +$31.9K | ﹤0.01% | 2101 |
|
|
2020
Q4 | – | Sell |
-6,788
| Closed | -$112K | – | 1203 |
|
|
2020
Q3 | $112K | Buy |
+6,788
| New | +$112K | ﹤0.01% | 1292 |
|
|
2019
Q4 | – | Sell |
-3,399
| Closed | -$67K | – | 837 |
|
|
2019
Q3 | $67K | Buy |
+3,399
| New | +$67K | ﹤0.01% | 559 |
|