Blue Bell Private Wealth Management’s Virtus Convertible & Income Fund NCV Stock Holding History

Blue Bell Private Wealth Management’s Portfolio NCV Stock Details NCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$101K	Buy
2025 Q2	$12.8K	Buy
2025 Q1	$3.88K	Buy
2024 Q4	–	Sell
2024 Q3	$26.2K	Buy