Doliver Advisors’s Virtus Total Return Fund DCA 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 | $156K | Sell |
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|
2016
Q4 | $310K | Sell |
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|
2016
Q3 | $339K | Buy |
|
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|
2016
Q2 | $75K | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $369K | Buy |
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|
2015
Q3 | $257K | Buy |
|
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|
2015
Q2 | $111K | Buy |
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $200K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
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|
2014
Q2 | $80K | Sell |
|
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|
2014
Q1 | $614K | Sell |
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|
2013
Q4 | $657K | Buy |
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|
2013
Q3 | $536K | Sell |
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|
2013
Q2 | $526K | Buy |
|