Mark Sheptoff Financial Planning’s Virtus Total Return Fund DCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,500
| Closed | -$20K | – | 486 |
|
|
2015
Q2 | $20K | Hold |
4,500
| – | – | 0.02% | 228 |
|
|
2015
Q1 | $20K | Hold |
4,500
| – | – | 0.02% | 223 |
|
|
2014
Q4 | $20K | Hold |
4,500
| – | – | 0.02% | 219 |
|
|
2014
Q3 | $21K | Hold |
4,500
| – | – | 0.02% | 222 |
|
|
2014
Q2 | $22K | Hold |
4,500
| – | – | 0.02% | 224 |
|
|
2014
Q1 | $20K | Buy |
+4,500
| New | +$20K | 0.02% | 239 |
|