GJWM
NCZ

Gilliland Jeter Wealth Management’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,718
Closed -$46.5K – 182
2024
Q4 		$46.5K Hold
3,718
– – 0.02% 171
2024
Q3 		$46.2K Hold
3,718
– – 0.01% 312
2024
Q2 		$43.4K Hold
3,718
– – 0.01% 304
2024
Q1 		$44.5K Hold
3,718
– – 0.02% 297
2023
Q4 		$44.3K Buy
+3,718
New +$44.3K 0.02% 162