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Ferguson Wellman Capital Management’s i3 Verticals IIIV Stock Holding History

Ferguson Wellman Capital Management’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
Q4 		– Sell
-9,740
Closed -$208K – 352
2024
Q3 		$208K Hold
9,740
– – ﹤0.01% 344
2024
Q2 		$215K Hold
9,740
– – ﹤0.01% 342
2024
Q1 		$223K Buy
+9,740
New +$223K ﹤0.01% 350