Carson Wealth (CWM LLC)’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-753
| Closed | -$14K | – | 3995 |
|
|
2022
Q4 | $14K | Buy |
753
+726
| +2,689% | +$13.5K | ﹤0.01% | 2589 |
|
|
2022
Q3 | $0 | Hold |
27
| – | – | ﹤0.01% | 3855 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 3459 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 3267 |
|
|
2021
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 3219 |
|
|
2021
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2021
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2020
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2020
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 2716 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 2716 |
|