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

Heritage Wealth Management (California)’s Portfolio NCZ Stock Details NCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$40.3K	Sell
2024 Q3	$41.2K	Buy
2024 Q2	$36.2K	Sell
2024 Q1	$39.4K	Buy
2023 Q4	$30.8K	Buy