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 |
-79
| Closed | -$1.95K | – | 200 |
|
|
2024
Q4 | $1.95K | Hold |
79
| – | – | ﹤0.01% | 176 |
|
|
2024
Q3 | $1.82K | Sell |
79
-1,390
| -95% | -$31.5K | ﹤0.01% | 250 |
|
|
2024
Q2 | $34.1K | Hold |
1,469
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $32.9K | Sell |
1,469
-28
| -2% | -$607 | 0.01% | 184 |
|
|
2023
Q4 | $31.3K | Hold |
1,497
| – | – | 0.01% | 177 |
|
|
2023
Q3 | $29.8K | Hold |
1,497
| – | – | 0.01% | 180 |
|
|
2023
Q2 | $31.7K | Hold |
1,497
| – | – | 0.01% | 187 |
|
|
2023
Q1 | $29.4K | Hold |
1,497
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $27.3K | Hold |
1,497
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $30K | Hold |
1,497
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $31K | Hold |
1,497
| – | – | 0.01% | 196 |
|
|
2022
Q1 | $41K | Sell |
1,497
-198
| -12% | -$5.33K | 0.02% | 192 |
|
|
2021
Q4 | $51K | Hold |
1,695
| – | – | 0.02% | 179 |
|
|
2021
Q3 | $50K | Hold |
1,695
| – | – | 0.02% | 161 |
|
|
2021
Q2 | $51K | Hold |
1,695
| – | – | 0.02% | 167 |
|
|
2021
Q1 | $47K | Hold |
1,695
| – | – | 0.02% | 157 |
|
|
2020
Q4 | $48K | Hold |
1,695
| – | – | 0.03% | 138 |
|
|
2020
Q3 | $41K | Hold |
1,695
| – | – | 0.03% | 137 |
|
|
2020
Q2 | $38K | Hold |
1,695
| – | – | 0.03% | 136 |
|
|
2020
Q1 | $32K | Hold |
1,695
| – | – | 0.02% | 141 |
|
|
2019
Q4 | $38K | Hold |
1,695
| – | – | 0.02% | 100 |
|
|
2019
Q3 | $37K | Hold |
1,695
| – | – | 0.02% | 102 |
|
|
2019
Q2 | $37K | Hold |
1,695
| – | – | 0.02% | 118 |
|
|
2019
Q1 | $36K | Hold |
1,695
| – | – | 0.02% | 112 |
|
|
2018
Q4 | $31K | Hold |
1,695
| – | – | 0.02% | 99 |
|
|
2018
Q3 | $39K | Hold |
1,695
| – | – | 0.02% | 92 |
|
|
2018
Q2 | $38K | Hold |
1,695
| – | – | 0.02% | 87 |
|
|
2018
Q1 | $35K | Hold |
1,695
| – | – | 0.02% | 91 |
|
|
2017
Q4 | $36K | Hold |
1,695
| – | – | 0.02% | 89 |
|
|
2017
Q3 | $35K | Hold |
1,695
| – | – | 0.02% | 92 |
|
|
2017
Q2 | $33K | Hold |
1,695
| – | – | 0.02% | 90 |
|
|
2017
Q1 | $33K | Hold |
1,695
| – | – | 0.02% | 86 |
|
|
2016
Q4 | $31K | Hold |
1,695
| – | – | 0.02% | 85 |
|
|
2016
Q3 | $32K | Hold |
1,695
| – | – | 0.02% | 74 |
|
|
2016
Q2 | $31K | Hold |
1,695
| – | – | 0.02% | 85 |
|
|
2016
Q1 | $31K | Hold |
1,695
| – | – | 0.02% | 71 |
|
|
2015
Q4 | $30K | Buy |
+1,695
| New | +$31K | 0.03% | 20 |
|
Other funds holding NIE
AAM
GC
SDWIA
Cedar Wealth Management's NIE Position: Q1 2025 in Review
Cedar Wealth Management sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2025, closing a stake of 79 shares — an estimated $1.95K sold.
Cedar Wealth Management first reported a position in NIE in Q4 2015 and held it in 37 quarters. The position peaked at $51K in Q4 2021. 77 funds tracked by Wall St. Rank hold NIE as of Q1 2025.
- Cedar Wealth Management reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2025 after selling out during the quarter.
- Cedar Wealth Management sold 79 Virtus Equity & Convertible Income Fund shares in Q1 2025, an estimated $1.95K.
- Cedar Wealth Management first reported a position in Virtus Equity & Convertible Income Fund in Q4 2015 and held it in 37 quarters.
- Cedar Wealth Management's Virtus Equity & Convertible Income Fund position peaked at $51K in Q4 2021.
- 77 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2025.
Based on Cedar Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.