Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $71.1K | Buy |
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|
2024
Q3 | $66.6K | Sell |
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|
2024
Q2 | $74.2K | Buy |
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|
2024
Q1 | $73.1K | Buy |
|
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|
2023
Q4 | $62.5K | Sell |
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|
2023
Q3 | $59.3K | Buy |
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|
2023
Q2 | $60.5K | Sell |
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|
2023
Q1 | $60.2K | Buy |
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|
2022
Q4 | $51.2K | Buy |
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|
2022
Q3 | $42K | Buy |
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|
2022
Q2 | $45K | Buy |
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