Venturi Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-260
| Closed | -$10K | – | 592 |
|
|
2024
Q4 | $10K | Buy |
260
+216
| +491% | +$8.35K | ﹤0.01% | 1431 |
|
|
2024
Q3 | $1.64K | Hold |
44
| – | – | ﹤0.01% | 1698 |
|
|
2024
Q2 | $1.57K | Sell |
44
-44
| -50% | -$1.57K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $2.99K | Sell |
88
-23
| -21% | -$781 | ﹤0.01% | 1180 |
|
|
2023
Q4 | $3.46K | Buy |
111
+45
| +68% | +$1.4K | ﹤0.01% | 1104 |
|
|
2023
Q3 | $1.78K | Sell |
66
-33
| -33% | -$888 | ﹤0.01% | 1191 |
|
|
2023
Q2 | $2.77K | Sell |
99
-22
| -18% | -$615 | ﹤0.01% | 856 |
|
|
2023
Q1 | $2.98K | Buy |
+121
| New | +$2.98K | ﹤0.01% | 932 |
|