HWMC
NCV

Heritage Wealth Management (California)’s Virtus Convertible & Income Fund NCV Stock Holding History

Heritage Wealth Management (California)’s Portfolio NCV Stock Details NCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,542
Closed -$34.3K – 87
2023
Q4 		$34.3K Buy
+2,542
New +$34.3K 0.03% 78