Laird Norton Wetherby Wealth Management’s Virtus Convertible & Income Fund NCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,480
| Closed | -$73.9K | – | 959 |
|
|
2023
Q4 | $73.9K | Hold |
5,480
| – | – | ﹤0.01% | 892 |
|
|
2023
Q3 | $68.2K | Hold |
5,480
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $76.3K | Hold |
5,480
| – | – | ﹤0.01% | 920 |
|
|
2023
Q1 | $73.6K | Hold |
5,480
| – | – | ﹤0.01% | 890 |
|
|
2022
Q4 | $74.5K | Hold |
5,480
| – | – | ﹤0.01% | 868 |
|
|
2022
Q3 | $70K | Buy |
+5,480
| New | +$70K | ﹤0.01% | 857 |
|