Friess Associates’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-52,120
| Closed | -$1.58M | – | 96 |
|
|
2021
Q2 | $1.58M | Sell |
52,120
-72,415
| -58% | -$2.19M | 0.59% | 65 |
|
|
2021
Q1 | $3.88M | Buy |
+124,535
| New | +$3.88M | 1.51% | 21 |
|
|
2019
Q3 | – | Sell |
-65,350
| Closed | -$1.93M | – | 120 |
|
|
2019
Q2 | $1.93M | Buy |
65,350
+29,128
| +80% | +$858K | 0.14% | 102 |
|
|
2019
Q1 | $870K | Buy |
+36,222
| New | +$870K | 0.06% | 113 |
|