HWM
ZTR

HB Wealth Management’s Virtus Total Return Fund ZTR Stock Holding History

HB Wealth Management’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,000
Closed -$122K – 781
2023
Q2 		$122K Buy
20,000
+10,000
+100% +$60.8K ﹤0.01% 704
2023
Q1 		$64.8K Buy
+10,000
New +$64.8K ﹤0.01% 699