Pinnacle Wealth Planning Services’s Virtus Convertible & Income Fund NCV Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NCV Stock Details NCV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$45.2K	Buy
2024 Q4	–	Sell
2024 Q3	$55.5K	Sell
2024 Q2	$65.1K	Buy
2024 Q1	$61.4K	Sell
2023 Q4	$62.3K	Buy
2023 Q3	$50.4K	Buy
2023 Q2	$42.6K	Buy