Advisory Services Network’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-959
| Closed | -$20.3K | – | 2522 |
|
|
2023
Q4 | $20.3K | Buy |
+959
| New | +$20.3K | ﹤0.01% | 2516 |
|
|
2023
Q2 | – | Sell |
-1,078
| Closed | -$26.4K | – | 2498 |
|
|
2023
Q1 | $26.4K | Hold |
1,078
| – | – | ﹤0.01% | 2386 |
|
|
2022
Q4 | $26.2K | Buy |
+1,078
| New | +$26.2K | ﹤0.01% | 2319 |
|
|
2021
Q3 | – | Sell |
-1,059
| Closed | -$32K | – | 2300 |
|
|
2021
Q2 | $32K | Buy |
+1,059
| New | +$32K | ﹤0.01% | 2234 |
|
|
2021
Q1 | – | Sell |
-1,059
| Closed | -$35K | – | 2220 |
|
|
2020
Q4 | $35K | Hold |
1,059
| – | – | ﹤0.01% | 1856 |
|
|
2020
Q3 | $27K | Buy |
+1,059
| New | +$27K | ﹤0.01% | 1926 |
|
|
2020
Q2 | – | Sell |
-1,269
| Closed | -$24K | – | 1873 |
|
|
2020
Q1 | $24K | Hold |
1,269
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q4 | $36K | Hold |
1,269
| – | – | ﹤0.01% | 1676 |
|
|
2019
Q3 | $37K | Hold |
1,269
| – | – | ﹤0.01% | 1515 |
|
|
2019
Q2 | $37K | Hold |
1,269
| – | – | ﹤0.01% | 1513 |
|
|
2019
Q1 | $30K | Buy |
1,269
+380
| +43% | +$8.98K | ﹤0.01% | 1437 |
|
|
2018
Q4 | $21K | Buy |
889
+114
| +15% | +$2.69K | ﹤0.01% | 1474 |
|
|
2018
Q3 | $18K | Buy |
+775
| New | +$18K | ﹤0.01% | 1599 |
|