Venturi Wealth Management’s BGC Group BGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-903
Closed -$8.18K 702
2024
Q4
$8.18K Buy
+903
New +$8.18K ﹤0.01% 1485
2024
Q1
Sell
-155
Closed -$1.12K 1368
2023
Q4
$1.12K Buy
+155
New +$1.12K ﹤0.01% 1323
2019
Q1
Sell
-13,367
Closed -$70K 246
2018
Q4
$70K Buy
+13,367
New +$70K 0.01% 249