WLPWM
NCZ

Walled Lake Planning & Wealth Management’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,700
Closed -$109K – 135
2024
Q4 		$109K Hold
8,700
– – 0.04% 130
2024
Q3 		$108K Hold
8,700
– – 0.04% 131
2024
Q2 		$102K Buy
+8,700
New +$102K 0.04% 123