Sequoia Financial Advisors’s Virtus Convertible & Income Fund NCV Stock Holding History

Sequoia Financial Advisors’s Portfolio NCV Stock Details NCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$34.7K	Hold
2024 Q3	$35K	Buy
2020 Q2	–	Sell
2020 Q1	$151K	Buy