MC
McMorgan & Co’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
132,799
-625
| -0.5% | -$17.2K | 0.54% | 24 |
|
|
2025
Q1 | $3.29M | Sell |
133,424
-400
| -0.3% | -$9.87K | 0.53% | 24 |
|
|
2024
Q4 | $3.08M | Buy |
133,824
+29,503
| +28% | +$680K | 0.48% | 30 |
|
|
2024
Q3 | $2.22M | Buy |
+104,321
| New | +$2.22M | 0.34% | 36 |
|