CWS
NIE

Confluence Wealth Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Confluence Wealth Services’s Portfolio NIE Stock Details NIE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,257
Closed -$37K – 833
2021
Q4 		$37K Buy
+1,257
New +$37K 0.01% 550