Avalon Investment & Advisory’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$2.72M Buy
2021
Q2
$3.35M Buy
2021
Q1
$3.16M Buy
2020
Q4
$3.24M Sell
2020
Q3
$2.48M Sell
2020
Q2
$3.38M Sell
2020
Q1
$2.75M Buy