BBPWM
NCZ

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

Blue Bell Private Wealth Management’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.91K Hold
149
– – ﹤0.01% 635
2025
Q1 		$1.72K Sell
149
-1
-0.7% -$12 ﹤0.01% 634
2024
Q4 		$1.88K Sell
150
-850
-85% -$10.6K ﹤0.01% 593
2024
Q3 		$12.4K Buy
+1,000
New +$12.4K ﹤0.01% 501