Cedar Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.95K | Hold |
|
|||||
|
2024
Q3 | $1.82K | Sell |
|
|||||
|
2024
Q2 | $34.1K | Hold |
|
|||||
|
2024
Q1 | $32.9K | Sell |
|
|||||
|
2023
Q4 | $31.3K | Hold |
|
|||||
|
2023
Q3 | $29.8K | Hold |
|
|||||
|
2023
Q2 | $31.7K | Hold |
|
|||||
|
2023
Q1 | $29.4K | Hold |
|
|||||
|
2022
Q4 | $27.3K | Hold |
|
|||||
|
2022
Q3 | $30K | Hold |
|
|||||
|
2022
Q2 | $31K | Hold |
|
|||||
|
2022
Q1 | $41K | Sell |
|
|||||
|
2021
Q4 | $51K | Hold |
|
|||||
|
2021
Q3 | $50K | Hold |
|
|||||
|
2021
Q2 | $51K | Hold |
|
|||||
|
2021
Q1 | $47K | Hold |
|
|||||
|
2020
Q4 | $48K | Hold |
|
|||||
|
2020
Q3 | $41K | Hold |
|
|||||
|
2020
Q2 | $38K | Hold |
|
|||||
|
2020
Q1 | $32K | Hold |
|
|||||
|
2019
Q4 | $38K | Hold |
|
|||||
|
2019
Q3 | $37K | Hold |
|
|||||
|
2019
Q2 | $37K | Hold |
|
|||||
|
2019
Q1 | $36K | Hold |
|
|||||
|
2018
Q4 | $31K | Hold |
|
|||||
|
2018
Q3 | $39K | Hold |
|
|||||
|
2018
Q2 | $38K | Hold |
|
|||||
|
2018
Q1 | $35K | Hold |
|
|||||
|
2017
Q4 | $36K | Hold |
|
|||||
|
2017
Q3 | $35K | Hold |
|
|||||
|
2017
Q2 | $33K | Hold |
|
|||||
|
2017
Q1 | $33K | Hold |
|
|||||
|
2016
Q4 | $31K | Hold |
|
|||||
|
2016
Q3 | $32K | Hold |
|
|||||
|
2016
Q2 | $31K | Hold |
|
|||||
|
2016
Q1 | $31K | Hold |
|
|||||
|
2015
Q4 | $30K | Buy |
|