Sargent Bickham Lagudis’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$12.2K Hold
2022
Q3
$10K Hold
2022
Q2
$13K Hold
2022
Q1
$14K Hold
2021
Q4
$11K Hold
2021
Q3
$12K Hold
2021
Q2
$15K Hold
2021
Q1
$16K Hold
2020
Q4
$17K Hold
2020
Q3
$13K Buy