NBC Securities’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Sell |
1,036
-90
| -8% | -$2.43K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $27K | Buy |
1,126
+1,125
| +112,500% | +$27K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $25 | Sell |
1
-1,125
| -100% | -$28.1K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $23K | Buy |
1,126
+129
| +13% | +$2.64K | ﹤0.01% | 1451 |
|
|
2024
Q2 | $22K | Buy |
997
+155
| +18% | +$3.42K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $19K | Hold |
842
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q4 | $17K | Hold |
842
| – | – | ﹤0.01% | 1540 |
|
|
2023
Q3 | $17K | Buy |
+842
| New | +$17K | ﹤0.01% | 1520 |
|