BHPW
CBH

Beverly Hills Private Wealth’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Beverly Hills Private Wealth’s Portfolio CBH Stock Details CBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-260,935
Closed -$2.35M – 366
2024
Q2 		$2.35M Buy
260,935
+180,438
+224% +$1.63M 0.51% 49
2024
Q1 		$709K Buy
+80,497
New +$709K 0.16% 140