CA
ACV

Clearstead Advisors’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Clearstead Advisors’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-830
Closed -$21K – 1262
2022
Q1 		$21K Hold
830
– – ﹤0.01% 854
2021
Q4 		$27K Hold
830
– – ﹤0.01% 748
2021
Q3 		$28K Hold
830
– – ﹤0.01% 714
2021
Q2 		$29K Hold
830
– – ﹤0.01% 639
2021
Q1 		$26K Buy
+830
New +$26K ﹤0.01% 628