Stolper & Co’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 | $802K | Buy |
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|
2025
Q2 | $763K | Buy |
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|
2025
Q1 | $680K | Buy |
|
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|
2024
Q4 | $750K | Sell |
|
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|
2024
Q3 | $711K | Buy |
|
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|
2024
Q2 | $708K | Buy |
|
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|
2024
Q1 | $681K | Buy |
|
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|
2023
Q4 | $606K | Sell |
|
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $646K | Sell |
|
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|
2023
Q1 | $615K | Buy |
|
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $607K | Buy |
|