Anchor Capital Advisors’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28,805
| Closed | -$956K | – | 267 |
|
|
2020
Q4 | $956K | Buy |
28,805
+11,035
| +62% | +$366K | 0.02% | 181 |
|
|
2020
Q3 | $449K | Buy |
17,770
+1,900
| +12% | +$48K | 0.01% | 214 |
|
|
2020
Q2 | $480K | Buy |
15,870
+405
| +3% | +$12.3K | 0.01% | 207 |
|
|
2020
Q1 | $295K | Hold |
15,465
| – | – | 0.01% | 217 |
|
|
2019
Q4 | $437K | Buy |
+15,465
| New | +$437K | 0.01% | 216 |
|