Northwest Financial Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-83
Closed -$1.03K 382
2024
Q3
$1.03K Buy
+83
New +$1.03K ﹤0.01% 514
2024
Q1
Sell
-83
Closed -$983 367
2023
Q4
$983 Buy
+83
New +$983 ﹤0.01% 517