Fi3 Financial Advisors’s WM Technology MAPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.9K Sell
20,000
-861
-4% -$771 0.01% 166
2025
Q1
$23.6K Buy
20,861
+861
+4% +$973 0.01% 135
2024
Q4
$27.6K Sell
20,000
-341
-2% -$471 0.01% 122
2024
Q3
$17.7K Buy
20,341
+341
+2% +$297 0.01% 113
2024
Q2
$20.8K Buy
+20,000
New +$20.8K 0.01% 86