B. Riley Wealth Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $936K | Buy |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $555K | Sell |
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|
2021
Q4 | $656K | Buy |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $564K | Buy |
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|
2021
Q1 | $522K | Buy |
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|
2020
Q4 | $474K | Buy |
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