James S. MacLeod
James S. MacLeod's purchase track record
How the stock did after each of James S. MacLeod'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. |
|---|---|---|---|---|---|
| 8/6/2026 | COSO | $9K | pending | pending | — |
| 7/2/2025 | COSO | $215K | -0.1% | +8.1% | +9.9% |
| 10/1/2021 | NFJ | $92K | +9.7% | +0.7% | +4.3% |
| 10/1/2021 | NCZ | $102K | -0.2% | -11.3% | +4.3% |
| 10/1/2021 | NCV | $77K | -0.2% | -10.7% | +4.3% |
| 10/1/2021 | AIO | $55K | +6.6% | -3.2% | +4.3% |
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 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.
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.
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
| COSO | ▲ Buy | Open Market | 238 | $7K | 8/7/2026 | View on chart |
| COSO | ▲ Buy | Open Market | 96 | $3K | 8/6/2026 | View on chart |
| COSO | ▲ Buy | Open Market | 10,000 | $215K | 7/2/2025 | View on chart |
| NFJ | ▲ Buy | Open Market | 6,207 | $92K | 10/1/2021 | View on chart |
| NCV | ▲ Buy | Open Market | 12,892 | $77K | 10/1/2021 | View on chart |
| AIO | ▲ Buy | Open Market | 2,050 | $55K | 10/1/2021 | View on chart |
| NCZ | ▲ Buy | Open Market | 19,798 | $102K | 10/1/2021 | View on chart |
| AIO | ▲ Buy | Open Market | 2,000 | $40K | 12/26/2019 | View on chart |
| NCZ | ▲ Buy | Open Market | 1,000 | $6K | 12/20/2017 | View on chart |
| NCV | ▲ Buy | Open Market | 1,000 | $7K | 12/20/2017 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 13, 2026
COSO Q3 Earnings Preview: Wall Street Expects Growth
CoastalSouth Bancshares is preparing to release its third-quarter results, with Wall Street expecting earnings growth. This upcoming report is a key event for the stock, as it will show how the bank is performing against these expectations. The company currently trades at a P/E of 11.6, which is below the average analyst target of $31.00.
COSO Q3 Earnings Preview: Wall Street Expects Growth. CoastalSouth Bancshares is preparing to release its third-quarter results, with Wall Street expecting earnings growth. This upcoming report is a key event for the stock, as it will show how the bank is performing against these expectations. The company currently trades at a P/E of 11.6, which is below the average analyst target of $31.00.