CT
NFJ

Caldwell Trust’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Caldwell Trust’s Portfolio NFJ Stock Details NFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,050
2023
Q4 		$25.8K Hold
2,050
2023
Q3 		$23.2K Hold
2,050
2023
Q2 		$25K Buy
+2,050