SMFS
ACV

Squar Milner Financial Services’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Squar Milner Financial Services’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$1K – 217
2020
Q1 		$1K Buy
+100
New +$1K ﹤0.01% 696
2019
Q3 		– Sell
-500
Closed -$12K – 224
2019
Q2 		$12K Hold
500
– – 0.01% 499
2019
Q1 		$11K Hold
500
– – 0.01% 494
2018
Q4 		$9K Buy
+500
New +$9K 0.01% 471