SFA
NCV

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,500
Closed -$34.7K – 1417
2024
Q4 		$34.7K Hold
2,500
– – ﹤0.01% 1317
2024
Q3 		$35K Buy
+2,500
New +$35K ﹤0.01% 1262
2020
Q2 		– Sell
-10,077
Closed -$151K – 390
2020
Q1 		$151K Buy
+10,077
New +$151K 0.01% 337