United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $616K | Sell |
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|
2020
Q1 | $674K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $999K | Buy |
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|
2019
Q1 | $870K | Buy |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $657K | Buy |
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|
2018
Q2 | $508K | Buy |
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|
2018
Q1 | $366K | Buy |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $233K | Sell |
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|
2016
Q4 | $292K | Sell |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $309K | Hold |
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|
2016
Q1 | $312K | Buy |
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|
2015
Q4 | $287K | Buy |
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