Laird Norton Wetherby Wealth Management’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
+27,868
| New | +$346K | 0.02% | 672 |
|
|
2024
Q4 | $164K | Hold |
12,996
| – | – | 0.01% | 864 |
|
|
2024
Q3 | $169K | Hold |
12,996
| – | – | 0.01% | 895 |
|
|
2024
Q2 | $160K | Hold |
12,996
| – | – | 0.01% | 875 |
|
|
2024
Q1 | $166K | Buy |
+12,996
| New | +$166K | 0.01% | 904 |
|
|
2022
Q4 | – | Sell |
-12,384
| Closed | -$132K | – | 923 |
|
|
2022
Q3 | $132K | Buy |
12,384
+742
| +6% | +$7.91K | 0.01% | 829 |
|
|
2022
Q2 | $134K | Buy |
+11,642
| New | +$134K | 0.01% | 852 |
|