Spire Wealth Management’s Virtus Convertible & Income Fund II NCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $278K | Sell |
|
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|
2024
Q3 | $285K | Buy |
|
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|
2024
Q2 | $259K | Sell |
|
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|
2024
Q1 | $275K | Buy |
|
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|
2023
Q4 | $254K | Buy |
|
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|
2023
Q3 | $237K | Sell |
|
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|
2023
Q2 | $269K | Buy |
|
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|
2023
Q1 | $252K | Buy |
|
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|
2022
Q4 | $234K | Buy |
|
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|
2022
Q3 | $221K | Buy |
|
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|
2022
Q2 | $241K | Sell |
|
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $457K | Buy |
|
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|
2021
Q3 | $453K | Buy |
|
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $365K | Buy |
|