Venturi Wealth Management’s Barclays BCS Stock Holding History

Venturi Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$21K	Buy
2024 Q3	$3.17K	Buy
2024 Q2	$1.63K	Buy