NBC Securities’s i3 Verticals IIIV Stock Holding History

NBC Securities’s Portfolio IIIV Stock Details IIIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$28K	Sell
2025 Q1	$27K	Buy
2024 Q4	$25	Sell
2024 Q3	$23K	Buy
2024 Q2	$22K	Buy
2024 Q1	$19K	Hold
2023 Q4	$17K	Hold
2023 Q3	$17K	Buy