PIWA
NCZ
Prevail Innovative Wealth Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
99,500
+12,777
| +15% | +$164K | 0.29% | 116 |
|
|
2025
Q1 | $1M | Sell |
86,723
-179,066
| -67% | -$2.07M | 0.27% | 107 |
|
|
2024
Q4 | $832K | Buy |
265,789
+90,377
| +52% | +$283K | 0.24% | 103 |
|
|
2024
Q3 | $546K | Buy |
175,412
+142,226
| +429% | +$442K | 0.17% | 115 |
|
|
2024
Q2 | $96.9K | Hold |
33,186
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $99.2K | Hold |
33,186
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $98.9K | Hold |
33,186
| – | – | 0.05% | 133 |
|
|
2023
Q3 | $91.6K | Hold |
33,186
| – | – | 0.05% | 117 |
|
|
2023
Q2 | $103K | Buy |
+33,186
| New | +$103K | 0.06% | 105 |
|