MFG
CBH

Merit Financial Group’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Merit Financial Group’s Portfolio CBH Stock Details CBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,164
Closed -$137K – 980
2024
Q2 		$137K Sell
15,164
-87
-0.6% -$775 ﹤0.01% 883
2024
Q1 		$136K Buy
+15,251
New +$134K ﹤0.01% 835

Merit Financial Group's CBH Position: Q3 2024 in Review

Merit Financial Group sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q3 2024, closing a stake of 15,164 shares — an estimated $137K sold.

Merit Financial Group first reported a position in CBH in Q1 2024 and held it in 2 quarters. The position peaked at $137K in Q2 2024. 0 funds tracked by Wall St. Rank hold CBH as of Q3 2024.

  • Merit Financial Group reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q3 2024 after selling out during the quarter.
  • Merit Financial Group sold 15,164 Virtus Convertible & Income 2024 Target Term Fund shares in Q3 2024, an estimated $137K.
  • Merit Financial Group first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q1 2024 and held it in 2 quarters.
  • Merit Financial Group's Virtus Convertible & Income 2024 Target Term Fund position peaked at $137K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q3 2024.

Based on Merit Financial Group's 13F filing for Q3 2024, filed 17 Oct 2024.