Financial Management Professionals’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,083
| Closed | -$50K | – | 1019 |
|
|
2021
Q3 | $50K | Sell |
2,083
-15
| -0.7% | -$360 | 0.01% | 245 |
|
|
2021
Q2 | $63K | Buy |
2,098
+19
| +0.9% | +$571 | 0.02% | 214 |
|
|
2021
Q1 | $65K | Buy |
2,079
+36
| +2% | +$1.13K | 0.02% | 201 |
|
|
2020
Q4 | $68K | Sell |
2,043
-83
| -4% | -$2.76K | 0.02% | 177 |
|
|
2020
Q3 | $54K | Sell |
2,126
-451
| -18% | -$11.5K | 0.02% | 193 |
|
|
2020
Q2 | $78K | Buy |
+2,577
| New | +$78K | 0.03% | 130 |
|