SFS
NIE

Sowell Financial Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Sowell Financial Services’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11
Closed – – 2664
2020
Q2 		$0 Sell
11
-25
-69% -$525 ﹤0.01% 2602
2020
Q1 		$1K Sell
36
-16
-31% -$350 ﹤0.01% 2290
2019
Q4 		$1K Sell
52
-30
-37% -$665 ﹤0.01% 2387
2019
Q3 		$2K Buy
+82
New +$1.79K ﹤0.01% 2106

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AAM
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GC
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Royal Bank of Canada
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Cohen & Steers
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RJA
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Invesco
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