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Carroll Financial Associates’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Carroll Financial Associates’s Portfolio SEIX Stock Details SEIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$4K Hold
178
– – ﹤0.01% 1393
2021
Q3 		$4K Buy
+178
New +$4.47K ﹤0.01% 1440

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Carroll Financial Associates's SEIX Position: Q4 2021 in Review

Carroll Financial Associates held its Virtus SEIX Senior Loan ETF (SEIX) position steady in Q4 2021 at 178 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Carroll Financial Associates first reported a position in SEIX in Q3 2021 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold SEIX as of Q4 2021.

  • Carroll Financial Associates held 178 shares of Virtus SEIX Senior Loan ETF worth $4K as of Q4 2021.
  • Carroll Financial Associates left its Virtus SEIX Senior Loan ETF share count unchanged in Q4 2021.
  • Virtus SEIX Senior Loan ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1393 holding.
  • Carroll Financial Associates first reported a position in Virtus SEIX Senior Loan ETF in Q3 2021 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.