Future Financial Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Hold |
1,000
| – | – | 0.02% | 309 |
|
|
2025
Q1 | $22.1K | Hold |
1,000
| – | – | 0.02% | 310 |
|
|
2024
Q4 | $24.7K | Hold |
1,000
| – | – | 0.02% | 304 |
|
|
2024
Q3 | $23K | Buy |
+1,000
| New | +$23K | 0.02% | 320 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$22.4K | – | 331 |
|
|
2024
Q1 | $22.4K | Buy |
+1,000
| New | +$22.4K | 0.02% | 333 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$27K | – | 362 |
|
|
2022
Q1 | $27K | Hold |
1,000
| – | – | 0.02% | 339 |
|
|
2021
Q4 | $30K | Buy |
+1,000
| New | +$30K | 0.02% | 334 |
|