Blue Bell Private Wealth Management’s Virtus Total Return Fund DCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $14K | Sell |
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|
2016
Q4 | $197K | Sell |
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|
2016
Q3 | $261K | Buy |
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|
2016
Q2 | $227K | Buy |
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|
2016
Q1 | $194K | Buy |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $9K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $86K | Sell |
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|
2014
Q3 | $105K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $38K | Buy |
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