Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $63.6K | Hold |
|
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|
2024
Q3 | $64.1K | Sell |
|
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|
2024
Q2 | $80.4K | Sell |
|
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|
2024
Q1 | $83.2K | Sell |
|
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|
2023
Q4 | $86K | Sell |
|
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|
2023
Q3 | $82.7K | Hold |
|
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|
2023
Q2 | $92.6K | Sell |
|
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|
2023
Q1 | $90K | Hold |
|
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|
2022
Q4 | $91K | Sell |
|
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|
2022
Q3 | $86K | Sell |
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|
2022
Q2 | $98K | Buy |
|