Meros Investment Management’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-65,743
| Closed | -$1.39M | – | 43 |
|
|
2023
Q3 | $1.39M | Sell |
65,743
-123,340
| -65% | -$2.61M | 0.76% | 35 |
|
|
2023
Q2 | $4.32M | Buy |
189,083
+23,148
| +14% | +$529K | 2.14% | 25 |
|
|
2023
Q1 | $4.07M | Sell |
165,935
-1,056
| -0.6% | -$25.9K | 2.32% | 21 |
|
|
2022
Q4 | $4.07M | Buy |
166,991
+55,939
| +50% | +$1.36M | 2.4% | 22 |
|
|
2022
Q3 | $2.22M | Buy |
+111,052
| New | +$2.22M | 2.29% | 23 |
|