CA
CapWealth Advisors’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,796
| Closed | -$229K | – | 101 |
|
|
2023
Q4 | $229K | Hold |
10,796
| – | – | 0.03% | 94 |
|
|
2023
Q3 | $228K | Hold |
10,796
| – | – | 0.03% | 97 |
|
|
2023
Q2 | $247K | Hold |
10,796
| – | – | 0.03% | 96 |
|
|
2023
Q1 | $265K | Hold |
10,796
| – | – | 0.03% | 93 |
|
|
2022
Q4 | $263K | Hold |
10,796
| – | – | 0.03% | 101 |
|
|
2022
Q3 | $216K | Hold |
10,796
| – | – | 0.03% | 102 |
|
|
2022
Q2 | $270K | Hold |
10,796
| – | – | 0.03% | 98 |
|
|
2022
Q1 | $301K | Buy |
+10,796
| New | +$301K | 0.03% | 106 |
|