Nisa Investment Advisors’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 | $3.57K | Buy |
130
+11
| +9% | +$302 | ﹤0.01% | 2505 |
|
|
2025
Q1 | $2.94K | Buy |
119
+82
| +222% | +$2.02K | ﹤0.01% | 2372 |
|
|
2024
Q4 | $852 | Buy |
37
+6
| +19% | +$138 | ﹤0.01% | 2713 |
|
|
2024
Q3 | $661 | Sell |
31
-5
| -14% | -$107 | ﹤0.01% | 2668 |
|
|
2024
Q2 | $795 | Buy |
36
+9
| +33% | +$199 | ﹤0.01% | 2571 |
|
|
2024
Q1 | $618 | Hold |
27
| – | – | ﹤0.01% | 2466 |
|
|
2023
Q4 | $572 | Hold |
27
| – | – | ﹤0.01% | 2382 |
|
|
2023
Q3 | $571 | Hold |
27
| – | – | ﹤0.01% | 2498 |
|
|
2023
Q2 | $617 | Hold |
27
| – | – | ﹤0.01% | 2519 |
|
|
2023
Q1 | $1K | Sell |
27
-700
| -96% | -$25.9K | ﹤0.01% | 2400 |
|
|
2022
Q4 | $18K | Hold |
727
| – | – | ﹤0.01% | 2083 |
|
|
2022
Q3 | $16K | Buy |
727
+27
| +4% | +$594 | ﹤0.01% | 2097 |
|
|
2022
Q2 | $18K | Buy |
+700
| New | +$18K | ﹤0.01% | 2073 |
|