Wealth Enhancement Advisory Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28M | Buy |
385,540
+9,451
| +3% | +$227K | 0.02% | 663 |
|
|
2025
Q1 | $8.32M | Buy |
376,089
+780
| +0.2% | +$17.3K | 0.02% | 642 |
|
|
2024
Q4 | $9.26M | Sell |
375,309
-7,114
| -2% | -$175K | 0.02% | 583 |
|
|
2024
Q3 | $8.8M | Buy |
382,423
+2,767
| +0.7% | +$63.7K | 0.02% | 550 |
|
|
2024
Q2 | $8.82M | Buy |
379,656
+2,582
| +0.7% | +$60K | 0.02% | 516 |
|
|
2024
Q1 | $8.44M | Buy |
377,074
+10,786
| +3% | +$241K | 0.02% | 522 |
|
|
2023
Q4 | $7.66M | Buy |
366,288
+6,993
| +2% | +$146K | 0.02% | 492 |
|
|
2023
Q3 | $7.15M | Buy |
+359,295
| New | +$7.15M | 0.02% | 491 |
|