Next Financial Group’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
2017
Q3
$13K Sell
2017
Q2
$525K Buy
2017
Q1
$474K Sell
2016
Q4
$545K Buy
2016
Q3
$443K Buy
2016
Q2
$112K Buy
2016
Q1
$34K Hold
2015
Q4
$35K Buy
2015
Q3
$34K Buy
2015
Q2
$43K Buy
2015
Q1
$27K Buy
2014
Q4
$19K Sell
2014
Q3
$326K Hold
2014
Q2
$327K Buy