TBH Global Asset Management’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $576K | Hold |
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|
2024
Q4 | $538K | Hold |
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|
2024
Q3 | $497K | Hold |
|
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|
2024
Q2 | $515K | Hold |
|
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|
2024
Q1 | $534K | Hold |
|
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|
2023
Q4 | $494K | Hold |
|
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|
2023
Q3 | $493K | Hold |
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|
2023
Q2 | $534K | Hold |
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|
2023
Q1 | $573K | Hold |
|
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|
2022
Q4 | $568K | Hold |
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|
2022
Q3 | $467K | Hold |
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|
2022
Q2 | $584K | Hold |
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|
2022
Q1 | $650K | Hold |
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|
2021
Q4 | $532K | Hold |
|
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|
2021
Q3 | $565K | Hold |
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|
2021
Q2 | $705K | Hold |
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|
2021
Q1 | $726K | Hold |
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|
2020
Q4 | $775K | Hold |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $724K | Hold |
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|
2020
Q1 | $457K | Sell |
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|
2019
Q4 | $682K | Buy |
|