LIA
LBMC Investment Advisors’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
10,450
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $258K | Sell |
10,450
-250
| -2% | -$6.17K | 0.02% | 175 |
|
|
2024
Q4 | $247K | Hold |
10,700
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $228K | Hold |
10,700
| – | – | 0.02% | 179 |
|
|
2024
Q2 | $236K | Hold |
10,700
| – | – | 0.02% | 167 |
|
|
2024
Q1 | $245K | Hold |
10,700
| – | – | 0.02% | 158 |
|
|
2023
Q4 | $227K | Hold |
10,700
| – | – | 0.02% | 154 |
|
|
2023
Q3 | $213K | Hold |
10,700
| – | – | 0.02% | 147 |
|
|
2023
Q2 | $245K | Hold |
10,700
| – | – | 0.02% | 140 |
|
|
2023
Q1 | $262K | Hold |
10,700
| – | – | 0.03% | 137 |
|
|
2022
Q4 | $260K | Buy |
+10,700
| New | +$260K | 0.03% | 132 |
|
|
2022
Q2 | – | Sell |
-7,450
| Closed | -$208K | – | 155 |
|
|
2022
Q1 | $208K | Buy |
+7,450
| New | +$208K | 0.02% | 155 |
|
|
2021
Q3 | – | Sell |
-7,450
| Closed | -$225K | – | 165 |
|
|
2021
Q2 | $225K | Buy |
+7,450
| New | +$225K | 0.02% | 154 |
|