Laurel Wealth Advisors (California)’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $275K | Buy |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $235K | Buy |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $231K | Buy |
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|
2019
Q2 | $224K | Hold |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | $187K | Sell |
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|
2018
Q3 | $303K | Buy |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $234K | Buy |
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