EWM
ZTR
Evermay Wealth Management’s Virtus Total Return Fund ZTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-547
| Closed | -$3.01K | – | 737 |
|
|
2023
Q4 | $3.01K | Hold |
547
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $2.63K | Hold |
547
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $3.33K | Hold |
547
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $3.54K | Hold |
547
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $3.58K | Hold |
547
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $3K | Hold |
547
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $4K | Hold |
547
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $5K | Buy |
+547
| New | +$5K | ﹤0.01% | 459 |
|