IFP Advisors’s Virtus Convertible & Income Fund NCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $80 | Hold |
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|
2023
Q1 | $134 | Sell |
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|
2022
Q4 | $33K | Sell |
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|
2022
Q3 | $41K | Buy |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $41K | Buy |
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|
2019
Q1 | $799K | Sell |
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|
2018
Q4 | $769K | Buy |
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|
2018
Q3 | $825K | Buy |
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|
2018
Q2 | $768K | Buy |
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|
2018
Q1 | $668K | Hold |
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|
2017
Q4 | $668K | Sell |
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|
2017
Q3 | $713K | Buy |
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|
2017
Q2 | $562K | Buy |
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|
2017
Q1 | $425K | Buy |
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|
2016
Q4 | $131K | Buy |
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|
2016
Q3 | $98K | Hold |
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|
2016
Q2 | $89K | Sell |
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|
2016
Q1 | $799K | Buy |
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|
2015
Q4 | $82K | Buy |
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