DWM
Diversify Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
19,748
-13,706
| -41% | -$324K | 0.03% | 380 |
|
|
2025
Q1 | $781K | Sell |
33,454
-12,034
| -26% | -$281K | 0.06% | 278 |
|
|
2024
Q4 | $1.09M | Sell |
45,488
-233
| -0.5% | -$5.59K | 0.09% | 205 |
|
|
2024
Q3 | $1.09M | Sell |
45,721
-1,350
| -3% | -$32.3K | 0.11% | 188 |
|
|
2024
Q2 | $1.12M | Buy |
+47,071
| New | +$1.12M | 0.14% | 152 |
|