B. Riley Wealth Advisors’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
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|
2024
Q4 | $546K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $539K | Buy |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $521K | Buy |
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|
2023
Q3 | $444K | Buy |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $560K | Sell |
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|
2019
Q3 | $539K | Buy |
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|
2019
Q2 | $542K | Buy |
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|
2019
Q1 | $515K | Buy |
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