LBMC Investment Advisors’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $225K | Buy |
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