B. Riley Wealth Management’s Virtus Convertible & Income Fund NCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$272 Buy
2022
Q1
$226K Buy
2021
Q4
$192K Sell
2021
Q3
$200K Sell
2021
Q2
$215K Buy
2021
Q1
$175K Buy
2020
Q4
$166K Buy