BHWM
ZTR

Beaird Harris Wealth Management’s Virtus Total Return Fund ZTR Stock Holding History

Beaird Harris Wealth Management’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-97
Closed -$537 – 746
2024
Q2 		$537 Buy
+97
New +$537 ﹤0.01% 625