AWM
NCZ

Axxcess Wealth Management’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Axxcess Wealth Management’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,057
Closed -$166K – 904
2023
Q3 		$166K Buy
+15,057
New +$166K 0.01% 750
2023
Q2 		– Sell
-15,057
Closed -$181K – 653
2023
Q1 		$181K Hold
15,057
– – 0.01% 595
2022
Q4 		$173K Buy
+15,057
New +$173K 0.01% 575