SIM
DCA

Strategic Investment Management’s Virtus Total Return Fund DCA Stock Holding History

Strategic Investment Management’s Portfolio DCA Stock Details DCA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
2016
Q4 		$335K Hold
2016
Q3 		$355K Buy
2016
Q2 		$64K Buy