Melfa Wealth Management’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,218
Closed -$53.5K 144
2023
Q3
$53.5K Hold
10,218
0.06% 137
2023
Q2
$52.8K Buy
+10,218
New +$51.7K 0.05% 139

Melfa Wealth Management's EDI Position: Q4 2023 in Review

Melfa Wealth Management sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q4 2023, closing a stake of 10,218 shares — an estimated $53.5K sold.

Melfa Wealth Management first reported a position in EDI in Q2 2023 and held it in 2 quarters. The position peaked at $53.5K in Q3 2023. 0 funds tracked by Wall St. Rank hold EDI as of Q4 2023.

  • Melfa Wealth Management reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q4 2023 after selling out during the quarter.
  • Melfa Wealth Management sold 10,218 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q4 2023, an estimated $53.5K.
  • Melfa Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q2 2023 and held it in 2 quarters.
  • Melfa Wealth Management's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $53.5K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q4 2023.

Based on Melfa Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.