UCFA
NCZ

United Capital Financial Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History

United Capital Financial Advisors’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,542
Closed -$81.4K – 882
2023
Q2 		$81.4K Buy
+6,542
New +$81.4K ﹤0.01% 880
2019
Q3 		– Sell
-11,776
Closed -$238K – 1401
2019
Q2 		$238K Buy
+11,776
New +$238K ﹤0.01% 1286