Venturi Wealth Management’s KE Holdings BEKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,117
Closed -$75.8K 700
2024
Q4
$75.8K Buy
4,117
+17
+0.4% +$313 ﹤0.01% 880
2024
Q3
$81.6K Buy
4,100
+4,021
+5,090% +$80.1K ﹤0.01% 622
2024
Q2
$1.12K Buy
+79
New +$1.12K ﹤0.01% 1464