Sargent Bickham Lagudis’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$12.2K Hold
500
﹤0.01% 698
2022
Q3
$10K Hold
500
﹤0.01% 688
2022
Q2
$13K Hold
500
﹤0.01% 662
2022
Q1
$14K Hold
500
﹤0.01% 666
2021
Q4
$11K Hold
500
﹤0.01% 696
2021
Q3
$12K Hold
500
﹤0.01% 689
2021
Q2
$15K Hold
500
﹤0.01% 652
2021
Q1
$16K Hold
500
﹤0.01% 620
2020
Q4
$17K Hold
500
﹤0.01% 577
2020
Q3
$13K Buy
+500
New +$13K ﹤0.01% 560