MSWA
NCZ

Marshall & Sterling Wealth Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.5K Hold
2,062
– – 0.02% 235
2025
Q1 		$23.8K Sell
2,062
-1
-0% -$12 0.02% 239
2024
Q4 		$25.8K Buy
+2,063
New +$25.8K 0.02% 178