Zacks Investment Management’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-30,731
Closed -$754K 685
2023
Q1
$754K Buy
30,731
+2,229
+8% +$54.7K 0.01% 405
2022
Q4
$694K Buy
+28,502
New +$694K 0.01% 404