SVWAG
NIE
Sound View Wealth Advisors Group’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,099
| Closed | -$214K | – | 295 |
|
|
2021
Q4 | $214K | Hold |
7,099
| – | – | 0.04% | 276 |
|
|
2021
Q3 | $209K | Hold |
7,099
| – | – | 0.04% | 277 |
|
|
2021
Q2 | $215K | Buy |
+7,099
| New | +$215K | 0.05% | 269 |
|
|
2021
Q1 | – | Sell |
-7,099
| Closed | -$201K | – | 272 |
|
|
2020
Q4 | $201K | Buy |
+7,099
| New | +$201K | 0.05% | 246 |
|