TrustCore Financial Services’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 | $6.45K | Hold |
265
| – | – | ﹤0.01% | 785 |
|
|
2022
Q3 | $5K | Hold |
265
| – | – | ﹤0.01% | 865 |
|
|
2022
Q2 | $7K | Hold |
265
| – | – | ﹤0.01% | 788 |
|
|
2022
Q1 | $7K | Hold |
265
| – | – | ﹤0.01% | 804 |
|
|
2021
Q4 | $6K | Hold |
265
| – | – | ﹤0.01% | 761 |
|
|
2021
Q3 | $6K | Hold |
265
| – | – | ﹤0.01% | 827 |
|
|
2021
Q2 | $8K | Hold |
265
| – | – | ﹤0.01% | 766 |
|
|
2021
Q1 | $8K | Hold |
265
| – | – | ﹤0.01% | 714 |
|
|
2020
Q4 | $9K | Hold |
265
| – | – | ﹤0.01% | 692 |
|
|
2020
Q3 | $7K | Sell |
265
-1,960
| -88% | -$51.8K | ﹤0.01% | 640 |
|
|
2020
Q2 | $67K | Hold |
2,225
| – | – | 0.01% | 358 |
|
|
2020
Q1 | $42K | Sell |
2,225
-325
| -13% | -$6.14K | 0.01% | 381 |
|
|
2019
Q4 | $72K | Hold |
2,550
| – | – | 0.01% | 320 |
|
|
2019
Q3 | $51K | Hold |
2,550
| – | – | 0.01% | 349 |
|
|
2019
Q2 | $75K | Hold |
2,550
| – | – | 0.02% | 296 |
|
|
2019
Q1 | $61K | Hold |
2,550
| – | – | 0.02% | 272 |
|
|
2018
Q4 | $61K | Hold |
2,550
| – | – | 0.03% | 128 |
|
|
2018
Q3 | $59K | Buy |
2,550
+2,435
| +2,117% | +$56.3K | 0.02% | 287 |
|
|
2018
Q2 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 815 |
|