Select Equity Group’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-65,730
| Closed | -$1.45M | – | 153 |
|
|
2024
Q2 | $1.45M | Buy |
65,730
+1,147
| +2% | +$25.3K | 0.01% | 132 |
|
|
2024
Q1 | $1.48M | Buy |
64,583
+7,691
| +14% | +$176K | 0.01% | 126 |
|
|
2023
Q4 | $1.2M | Sell |
56,892
-13,818
| -20% | -$293K | ﹤0.01% | 141 |
|
|
2023
Q3 | $1.49M | Buy |
70,710
+9,152
| +15% | +$193K | 0.01% | 146 |
|
|
2023
Q2 | $1.41M | Buy |
61,558
+16,887
| +38% | +$386K | 0.01% | 143 |
|
|
2023
Q1 | $1.1M | Buy |
44,671
+7,717
| +21% | +$189K | ﹤0.01% | 143 |
|
|
2022
Q4 | $899K | Buy |
+36,954
| New | +$899K | ﹤0.01% | 152 |
|