EverSource Wealth Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99K | Hold |
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|
2025
Q1 | $8.09K | Hold |
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|
2024
Q4 | $8.76K | Hold |
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|
2024
Q3 | $8.71K | Hold |
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|
2024
Q2 | $8.32K | Hold |
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|
2024
Q1 | $7.84K | Sell |
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|
2023
Q4 | $12.8K | Hold |
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|
2023
Q3 | $11.9K | Sell |
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|
2023
Q2 | $14.4K | Hold |
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|
2023
Q1 | $13.9K | Hold |
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|
2022
Q4 | $13.3K | Buy |
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|
2022
Q3 | $1K | Buy |
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