Petrus Trust Company’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,177
| Closed | -$211K | – | 686 |
|
|
2024
Q4 | $211K | Buy |
+9,177
| New | +$211K | 0.02% | 533 |
|
|
2024
Q1 | – | Sell |
-15,420
| Closed | -$326K | – | 714 |
|
|
2023
Q4 | $326K | Buy |
+15,420
| New | +$326K | 0.03% | 396 |
|
|
2023
Q3 | – | Sell |
-13,965
| Closed | -$319K | – | 649 |
|
|
2023
Q2 | $319K | Hold |
13,965
| – | – | 0.04% | 335 |
|
|
2023
Q1 | $343K | Buy |
+13,965
| New | +$343K | 0.04% | 234 |
|