Larson Financial Group’s Virtus Convertible & Income Fund NCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,750
Closed -$52.1K 3144
2024
Q4
$52.1K Hold
3,750
﹤0.01% 884
2024
Q3
$52.5K Buy
3,750
+2,600
+226% +$36.4K ﹤0.01% 886
2024
Q2
$15K Buy
+1,150
New +$15K ﹤0.01% 1137