SWM
NIE

Silverlake Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Silverlake Wealth Management’s Portfolio NIE Stock Details NIE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$205K Buy
2025
Q1 		– Sell
2024
Q4 		$201K Buy
2024
Q3 		– Sell
2024
Q2 		$216K Hold
2024
Q1 		$209K Buy
2022
Q4 		– Sell
2022
Q3 		$201K Hold
2022
Q2 		$205K Hold
2022
Q1 		$268K Hold
2021
Q4 		$298K Buy