Financial & Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $397K | Sell |
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|
2016
Q1 | $997K | Sell |
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|
2015
Q4 | $2.08M | Buy |
|
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|
2015
Q3 | $390K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $204K | Sell |
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|
2014
Q3 | $1.27M | Sell |
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|
2014
Q2 | $3.73M | Sell |
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|
2014
Q1 | $5.8M | Buy |
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|
2013
Q4 | $4.88M | Sell |
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|
2013
Q3 | $5.03M | Buy |
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|
2013
Q2 | $3.52M | Buy |
|