HWMC
NFJ

Heritage Wealth Management (California)’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Heritage Wealth Management (California)’s Portfolio NFJ Stock Details NFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$144K Sell
2024
Q3 		$156K Buy
2024
Q2 		$146K Sell
2024
Q1 		$164K Buy
2023
Q4 		$155K Buy