Capital Performance Advisors’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
-165
Closed -$3.52K 1329
2024
Q3
$3.52K Buy
+165
New +$3.52K ﹤0.01% 1280