Venturi Wealth Management’s Barclays BCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,579	Closed	-$21K	–	698
2024 Q4	$21K	Buy	1,579 +1,318	+505%	+$17.5K	﹤0.01%	1247
2024 Q3	$3.17K	Buy	261 +109	+72%	+$1.33K	﹤0.01%	1586
2024 Q2	$1.63K	Buy	+152	New	+$1.63K	﹤0.01%	1393