Beckerman Institutional’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Sell
58,070
-1,007
-2% -$12.5K 0.48% 51
2025
Q1
$717K Buy
59,077
+964
+2% +$11.7K 0.52% 50
2024
Q4
$734K Buy
58,113
+626
+1% +$7.91K 0.59% 48
2024
Q3
$750K Buy
+57,487
New +$750K 0.63% 46