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Scissortail Wealth Management’s i3 Verticals IIIV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,420
Closed -$101K 115
2022
Q2
$101K Buy
+4,420
New +$101K 0.04% 121
2022
Q1
Sell
-4,420
Closed -$101K 116
2021
Q4
$101K Buy
+4,420
New +$101K 0.04% 121