Raymond James Financial Services Advisors’s Virtus Total Return Fund DCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $61K | Sell |
|
|||||
|
2016
Q4 | $75K | Buy |
|
|||||
|
2016
Q3 | $78K | Buy |
|
|||||
|
2016
Q2 | $52K | Buy |
|
|||||
|
2016
Q1 | $47K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $277K | Sell |
|
|||||
|
2014
Q3 | $1.01M | Sell |
|
|||||
|
2014
Q2 | $1.12M | Buy |
|
|||||
|
2014
Q1 | $1M | Buy |
|
|||||
|
2013
Q4 | $697K | Buy |
|
|||||
|
2013
Q3 | $513K | Buy |
|