Cahaba Wealth Management’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,796
Closed -$304K 75
2019
Q4
$304K Hold
10,796
0.07% 63
2019
Q3
$217K Buy
+10,796
New +$217K 0.05% 70