Cornerstone Planning Group’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-19
Closed -$426 1299
2024
Q1
$426 Buy
+19
New +$426 ﹤0.01% 966