Daymark Wealth Partners’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
2025
Q3
$243K Hold
2025
Q2
$231K Sell
2025
Q1
$220K Sell
2024
Q4
$305K Sell
2024
Q3
$307K Hold
2024
Q2
$311K Hold
2024
Q1
$299K Hold
2023
Q4
$279K Hold
2023
Q3
$266K Buy
2023
Q2
$264K Buy