Sarah E. Cogan
Sarah E. Cogan's purchase track record
How the stock did after each of Sarah E. Cogan's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 1/24/2024 | PNI | $10K | -0.9% | +3.9% | +11.5% |
| 1/24/2024 | PAXS | $10K | +7.5% | +11.1% | +11.5% |
| 1/24/2024 | PML | $20K | +1.6% | +6.5% | +11.5% |
| 1/31/2022 | PAXS | $20K | -11.8% | -12.5% | -8.8% |
| 1/13/2022 | VGI | $22K | -12.6% | -22.5% | -18.6% |
| 1/13/2022 | ZTR | $21K | +4.7% | -13.3% | -18.6% |
| 1/13/2022 | AIO | $25K | -16.4% | -31.3% | -18.6% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 10, 2026
PDI Gains Attention with 18.7% Yield and Rating Upgrade. PDI, a closed‑end bond fund, recently received a rating upgrade and is offering an 18.7% yield. The fund’s 52‑week range is $13.73 to $19.96, and its trailing P/E is 11.4, indicating a relatively low valuation. These developments have drawn attention from income‑focused investors.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 27, 2026
ACV Announces Increase to Monthly Distributions. Virtus Diversified Income & Convertible Fund announced an increase to its monthly distributions. The fund also disclosed the sources of these payments in a regulatory notice. This update is relevant for holders focused on income, as the fund currently reports a dividend yield of 8.01%.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 14, 2026
NCV trades at unusual discount to sister fund NCZ. A recent analysis highlights that NCV is trading at an unusually wide discount compared to its sister fund, NCZ. This divergence between the two Virtus convertible funds has drawn attention from market observers. The fund currently shows a high dividend yield of 9.72% and a low P/E ratio of 4.1, which may be factors in its current valuation relative to NCZ.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 14, 2026
NCZ and NCV show unusual price divergence. Recent analysis highlights that NCZ and its sister fund, NCV, are trading at unusually different prices despite similar structures. This divergence may reflect specific market dynamics or liquidity differences between the two funds. The commentary notes this gap is noteworthy for investors comparing the two convertible income products.
Transaction History
| PML | ▲ Buy | Grant | 2,564 | — | 8/1/2025 | View on chart |
| PNI | ▲ Buy | Grant | 1,187 | — | 8/1/2025 | View on chart |
| PNI | ▲ Buy | Grant | 2,913 | — | 8/1/2025 | View on chart |
| PML | ▲ Buy | Grant | 1,369 | — | 8/1/2025 | View on chart |
| PML | ▲ Buy | Open Market | 2,500 | $20K | 1/24/2024 | View on chart |
| PNI | ▲ Buy | Open Market | 1,400 | $10K | 1/24/2024 | View on chart |
| PAXS | ▲ Buy | Open Market | 700 | $10K | 1/24/2024 | View on chart |
| PAXS | ▲ Buy | Open Market | 1,000 | $20K | 1/31/2022 | View on chart |
| AIO | ▲ Buy | Open Market | 1,000 | $25K | 1/13/2022 | View on chart |
| VGI | ▲ Buy | Open Market | 2,000 | $22K | 1/13/2022 | View on chart |
| ZTR | ▲ Buy | Open Market | 2,200 | $21K | 1/13/2022 | View on chart |
| PDI | ▲ Buy | Grant | 440 | — | 12/10/2021 | View on chart |
| PDI | ▲ Buy | Grant | 406 | — | 12/10/2021 | View on chart |
| ACV | ▲ Buy | Open Market | 500 | $12K | 8/21/2019 | View on chart |
| NCV | ▲ Buy | Open Market | 1,800 | $10K | 8/21/2019 | View on chart |
| NCZ | ▲ Buy | Open Market | 2,000 | $10K | 8/21/2019 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 7, 2026
Virtus AI & Technology Fund Declares Latest Distribution
Virtus Artificial Intelligence & Technology Opportunities Fund has announced a new distribution to shareholders. As a closed-end fund focused on AI and technology companies, this payment reflects income generated from the fund's underlying portfolio holdings. The fund currently offers an 8.13% dividend yield, which is notably high compared to broader market averages. Distribution announcements are standard practice for closed-end funds and represent regular returns to shareholders rather than any change in fund strategy or market outlook.
Virtus AI & Technology Fund Declares Latest Distribution. Virtus Artificial Intelligence & Technology Opportunities Fund has announced a new distribution to shareholders. As a closed-end fund focused on AI and technology companies, this payment reflects income generated from the fund's underlying portfolio holdings. The fund currently offers an 8.13% dividend yield, which is notably high compared to broader market averages. Distribution announcements are standard practice for closed-end funds and represent regular returns to shareholders rather than any change in fund strategy or market outlook.