Wasatch Advisors’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 | $8.27M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.27M | Sell |
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|
2023
Q2 | $6.55M | Sell |
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|
2023
Q1 | $7.83M | Hold |
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|
2022
Q4 | $7.77M | Sell |
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|
2022
Q3 | $7.57M | Sell |
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|
2022
Q2 | $9.48M | Sell |
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|
2022
Q1 | $12M | Sell |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $7.77M | Hold |
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|
2021
Q2 | $9.7M | Hold |
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|
2021
Q1 | $9.99M | Buy |
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|
2020
Q4 | $8.1M | Buy |
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|
2020
Q3 | $5.48M | Buy |
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|
2020
Q2 | $4.78M | Sell |
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|
2020
Q1 | $4.3M | Sell |
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|
2019
Q4 | $7.35M | Sell |
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|
2019
Q3 | $6.09M | Buy |
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|
2019
Q2 | $8.19M | Buy |
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|
2019
Q1 | $4.16M | Sell |
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|
2018
Q4 | $6.72M | Sell |
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|
2018
Q3 | $6.52M | Buy |
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|
2018
Q2 | $3.62M | Buy |
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