Axxcess Wealth Management’s Virtus Convertible & Income Fund NCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,733
| Closed | -$71.3K | – | 903 |
|
|
2023
Q3 | $71.3K | Buy |
+5,733
| New | +$71.3K | ﹤0.01% | 780 |
|
|
2023
Q2 | – | Sell |
-5,733
| Closed | -$77K | – | 652 |
|
|
2023
Q1 | $77K | Hold |
5,733
| – | – | 0.01% | 617 |
|
|
2022
Q4 | $78K | Buy |
+5,733
| New | +$78K | 0.01% | 597 |
|