Blue Trust Inc’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-69
Closed -$1.52K 2698
2024
Q3
$1.52K Buy
+69
New +$1.52K ﹤0.01% 2631
2023
Q2
Sell
-65
Closed -$2K 2268
2023
Q1
$2K Buy
+65
New +$2K ﹤0.01% 2009