KWM
NIE

Kingsview Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Kingsview Wealth Management’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,025
Closed -$212K – 922
2021
Q4 		$212K Hold
7,025
– – 0.01% 827
2021
Q3 		$207K Sell
7,025
-1,000
-12% -$29.5K 0.01% 791
2021
Q2 		$244K Buy
+8,025
New +$244K 0.01% 767