Shaker Investments’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,910
| Closed | -$506K | – | 91 |
|
|
2023
Q4 | $506K | Buy |
23,910
+13,535
| +130% | +$287K | 0.24% | 72 |
|
|
2023
Q3 | $219K | Buy |
10,375
+48
| +0.5% | +$1.02K | 0.12% | 79 |
|
|
2023
Q2 | $236K | Buy |
10,327
+195
| +2% | +$4.46K | 0.12% | 90 |
|
|
2023
Q1 | $249K | Hold |
10,132
| – | – | 0.14% | 84 |
|
|
2022
Q4 | $247K | Hold |
10,132
| – | – | 0.15% | 77 |
|
|
2022
Q3 | $203K | Buy |
+10,132
| New | +$203K | 0.14% | 80 |
|