LFAS
NIE

Level Four Advisory Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Level Four Advisory Services’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$474K Sell
2025
Q1 		$442K Buy
2024
Q4 		$436K Buy
2024
Q3 		$367K Buy
2024
Q2 		$328K Buy
2024
Q1 		$259K Hold
2023
Q4 		$259K Buy
2023
Q3 		$226K Buy
2018
Q1 		– Sell
2017
Q4 		$206K Buy