CA
NIE

Clearstead Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Clearstead Advisors’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-168
Closed -$3K – 1356
2022
Q3 		$3K Hold
168
– – ﹤0.01% 1039
2022
Q2 		$3K Sell
168
-682
-80% -$12.2K ﹤0.01% 1061
2022
Q1 		$23K Hold
850
– – ﹤0.01% 834
2021
Q4 		$26K Buy
+850
New +$26K ﹤0.01% 761