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Venturi Wealth Management’s ASE Group ASX Stock Holding History

Venturi Wealth Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,828
Closed -$28.5K – 661
2024
Q4 		$28.5K Buy
2,828
+319
+13% +$3.21K ﹤0.01% 1180
2024
Q3 		$24.5K Buy
+2,509
New +$24.5K ﹤0.01% 962