CIA
IIIV icon

Cape Investment Advisory’s i3 Verticals IIIV Stock Holding History

Cape Investment Advisory’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,431
Closed -$30.3K – 1043
2023
Q4 		$30.3K Buy
+1,431
New +$30.3K 0.01% 451