Steward Partners Investment Advisory’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $18.3K | Hold |
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|
2024
Q1 | $17.8K | Sell |
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|
2023
Q4 | $92.3K | Hold |
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|
2023
Q3 | $92.9K | Sell |
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|
2023
Q2 | $134K | Sell |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $193K | Sell |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $519K | Sell |
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|
2021
Q1 | $752K | Buy |
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|
2020
Q4 | $565K | Sell |
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|
2020
Q3 | $949K | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $1.96M | Buy |
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|
2019
Q3 | $1.87M | Buy |
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|
2019
Q2 | $1.53M | Buy |
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|
2019
Q1 | $891K | Buy |
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