Institute for Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $371K | Sell |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $336K | Hold |
|
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $452K | Hold |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $495K | Hold |
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|
2021
Q2 | $508K | Sell |
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|
2021
Q1 | $471K | Sell |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $465K | Hold |
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|
2019
Q3 | $443K | Hold |
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|
2019
Q2 | $445K | Hold |
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|
2019
Q1 | $442K | Hold |
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|
2018
Q4 | $380K | Sell |
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|
2018
Q3 | $521K | Buy |
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|
2018
Q2 | $495K | Sell |
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|
2018
Q1 | $472K | Buy |
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|
2017
Q4 | $457K | Buy |
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|
2017
Q3 | $438K | Sell |
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|
2017
Q2 | $423K | Buy |
|