Cypress Wealth Services’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Cypress Wealth Services’s Portfolio CBH Stock Details CBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-20,000	Closed	-$176K	–	530
2020 Q3	$176K	Buy	+20,000	New	+$181K	0.05%	256

Cypress Wealth Services's CBH Position: Q3 2024 in Review

Cypress Wealth Services sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q3 2024, closing a stake of 14,500 shares — an estimated $131K sold.

Cypress Wealth Services first reported a position in CBH in Q1 2019 and held it in 21 quarters. The position peaked at $209K in Q2 2021. 0 funds tracked by Wall St. Rank hold CBH as of Q3 2024.

Cypress Wealth Services reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q3 2024 after selling out during the quarter.
Cypress Wealth Services sold 14,500 Virtus Convertible & Income 2024 Target Term Fund shares in Q3 2024, an estimated $131K.
Cypress Wealth Services first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q1 2019 and held it in 21 quarters.
Cypress Wealth Services's Virtus Convertible & Income 2024 Target Term Fund position peaked at $209K in Q2 2021.
0 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.