EFS
Essex Financial Services’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
55,347
+1,325
| +2% | +$30.3K | 0.08% | 211 |
|
|
2025
Q1 | $1.22M | Buy |
54,022
+3,693
| +7% | +$83.4K | 0.09% | 201 |
|
|
2024
Q4 | $1.13M | Buy |
50,329
+3,788
| +8% | +$85K | 0.08% | 212 |
|
|
2024
Q3 | $1.06M | Buy |
46,541
+11,021
| +31% | +$250K | 0.08% | 230 |
|
|
2024
Q2 | $803K | Buy |
+35,520
| New | +$803K | 0.06% | 282 |
|