Spire Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $39.4K | Hold |
|
|||||
|
2025
Q1 | $36.5K | Hold |
|
|||||
|
2024
Q4 | $40.7K | Hold |
|
|||||
|
2024
Q3 | $38K | Hold |
|
|||||
|
2024
Q2 | $38.3K | Sell |
|
|||||
|
2024
Q1 | $468K | Hold |
|
|||||
|
2023
Q4 | $446K | Sell |
|
|||||
|
2023
Q3 | $429K | Hold |
|
|||||
|
2023
Q2 | $456K | Sell |
|
|||||
|
2023
Q1 | $463K | Buy |
|
|||||
|
2022
Q4 | $36K | Hold |
|
|||||
|
2022
Q3 | $41K | Sell |
|
|||||
|
2022
Q2 | $447K | Sell |
|
|||||
|
2022
Q1 | $1.15M | Buy |
|
|||||
|
2021
Q4 | $1.27M | Sell |
|
|||||
|
2021
Q3 | $1.26M | Buy |
|
|||||
|
2021
Q2 | $1.28M | Buy |
|
|||||
|
2021
Q1 | $1.18M | Buy |
|