LIBERTY WEALTH MANAGEMENT LLC – Virtus Convertible & Income Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$77,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-13.04%
quarter
Virtus Convertible & Income Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.14% | 735 shares | -9K | $3.2 | 24.17K |
| Q2 2022 | share | Increase | +2.63% | 600 shares | -28K | $3.68 | 23.44K |
| Q1 2022 | share | Increase | +2.24% | 500 shares | -16K | $5.03 | 22.84K |
| Q4 2021 | share | Decrease | -1.11% | -251 shares | -5K | $5.79 | 22.34K |
| Q3 2021 | share | Decrease | -1.67% | -383 shares | -6K | $5.88 | 22.59K |
| Q2 2021 | share | Increase | +3.21% | 714 shares | 12K | $5.93 | 22.97K |
| Q1 2021 | share | Increase | 0.00% | 22.26K shares | 129K | $5.35 | 22.26K |