CPA
NCZ

Clear Point Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Clear Point Advisors’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18
Closed -$226 – 382
2024
Q3 		$226 Hold
18
– – ﹤0.01% 531
2024
Q2 		$206 Buy
18
+1
+6% +$11 ﹤0.01% 529
2024
Q1 		$205 Hold
17
– – ﹤0.01% 531
2023
Q4 		$196 Buy
+17
New +$196 ﹤0.01% 517