EverSource Wealth Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Buy |
40,004
+11,983
| +43% | +$274K | 0.04% | 297 |
|
|
2025
Q1 | $632K | Buy |
28,021
+18,507
| +195% | +$418K | 0.03% | 338 |
|
|
2024
Q4 | $214K | Buy |
9,514
+5,186
| +120% | +$116K | 0.01% | 630 |
|
|
2024
Q3 | $99.8K | Buy |
4,328
+45
| +1% | +$1.04K | 0.01% | 790 |
|
|
2024
Q2 | $96.8K | Buy |
4,283
+4,188
| +4,408% | +$94.7K | 0.01% | 815 |
|
|
2024
Q1 | $2.09K | Buy |
+95
| New | +$2.09K | ﹤0.01% | 2371 |
|