J.W. Cole Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History

J.W. Cole Advisors’s Portfolio NCZ Stock Details NCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$138K	Hold
2025 Q1	$125K	Buy
2024 Q4	$98.2K	Sell
2024 Q3	$107K	Hold
2024 Q2	$100K	Buy