KWA
NCV

Kingswood Wealth Advisors’s Virtus Convertible & Income Fund NCV Stock Holding History

Kingswood Wealth Advisors’s Portfolio NCV Stock Details NCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,635
Closed -$36.6K – 791
2024
Q4 		$36.6K Buy
+2,635
New +$36.6K ﹤0.01% 775