Schwarz Dygos Wheeler Investment Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.37M | Buy |
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|
2025
Q2 | $5.05M | Buy |
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|
2025
Q1 | $4.57M | Sell |
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|
2024
Q4 | $5.45M | Buy |
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|
2024
Q3 | $4.88M | Sell |
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|
2024
Q2 | $4.98M | Buy |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $4.05M | Buy |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $3.83M | Buy |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $3.83M | Sell |
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|
2022
Q2 | $3.92M | Buy |
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|
2022
Q1 | $4.9M | Buy |
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|
2021
Q4 | $5.16M | Buy |
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|
2021
Q3 | $4.97M | Sell |
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|
2021
Q2 | $5.15M | Buy |
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|
2021
Q1 | $4.56M | Buy |
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|
2020
Q4 | $4.46M | Buy |
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|
2020
Q3 | $3.75M | Buy |
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|
2020
Q2 | $3.45M | Buy |
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|
2020
Q1 | $2.56M | Buy |
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|
2019
Q4 | $2.99M | Buy |
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|
2019
Q3 | $2.84M | Sell |
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|
2019
Q2 | $2.85M | Buy |
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|
2019
Q1 | $2.75M | Buy |
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|
2018
Q4 | $2.27M | Buy |
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