Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $410K | Hold |
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|
2016
Q4 | $410K | Hold |
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|
2016
Q3 | $420K | Hold |
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|
2016
Q2 | $410K | Hold |
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|
2016
Q1 | $404K | Sell |
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|
2015
Q4 | $404K | Hold |
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|
2015
Q3 | $385K | Sell |
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|
2015
Q2 | $443K | Buy |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q4 | $471K | Buy |
|
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|
2014
Q3 | $441K | Sell |
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|
2014
Q2 | $450K | Buy |
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|
2014
Q1 | $442K | Buy |
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|
2013
Q4 | $445K | Hold |
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|
2013
Q3 | $425K | Sell |
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|
2013
Q2 | $425K | Buy |
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