Lindbrook Capital’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $567 | Hold |
23
| – | – | ﹤0.01% | 2600 |
|
|
2024
Q4 | $530 | Hold |
23
| – | – | ﹤0.01% | 2606 |
|
|
2024
Q3 | $490 | Hold |
23
| – | – | ﹤0.01% | 2668 |
|
|
2024
Q2 | $508 | Buy |
+23
| New | +$508 | ﹤0.01% | 2596 |
|
|
2024
Q1 | – | Sell |
-67
| Closed | -$1.42K | – | 2703 |
|
|
2023
Q4 | $1.42K | Buy |
+67
| New | +$1.42K | ﹤0.01% | 2378 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$195 | – | 2854 |
|
|
2022
Q4 | $195 | Sell |
8
-79
| -91% | -$1.93K | ﹤0.01% | 2729 |
|
|
2022
Q3 | $2K | Buy |
87
+66
| +314% | +$1.52K | ﹤0.01% | 2078 |
|
|
2022
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2269 |
|