IFP Advisors’s Virtus Total Return Fund DCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-21
| Closed | – | – | 4391 |
|
|
2017
Q1 | $0 | Sell |
21
-1,547
| -99% | – | ﹤0.01% | 4343 |
|
|
2016
Q4 | $7K | Hold |
1,568
| – | – | ﹤0.01% | 3146 |
|
|
2016
Q3 | $7K | Hold |
1,568
| – | – | ﹤0.01% | 3094 |
|
|
2016
Q2 | $7K | Buy |
+1,568
| New | +$7K | ﹤0.01% | 2987 |
|
|
2016
Q1 | – | Sell |
-1,765
| Closed | -$7K | – | 4584 |
|
|
2015
Q4 | $7K | Buy |
+1,765
| New | +$7K | ﹤0.01% | 2819 |
|