WealthShield Partners’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,503
| Closed | -$375K | – | 291 |
|
|
2021
Q3 | $375K | Buy |
+15,503
| New | +$375K | 0.1% | 170 |
|
|
2021
Q2 | – | Sell |
-11,654
| Closed | -$363K | – | 939 |
|
|
2021
Q1 | $363K | Buy |
11,654
+4,654
| +66% | +$145K | 0.07% | 182 |
|
|
2020
Q4 | $232K | Buy |
+7,000
| New | +$232K | 0.04% | 265 |
|