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Venturi Wealth Management’s CAE Inc CAE Stock Holding History

Venturi Wealth Management’s Portfolio CAE Stock Details CAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,010
Closed -$102K – 755
2024
Q4 		$102K Buy
4,010
+68
+2% +$1.73K 0.01% 773
2024
Q3 		$73.9K Buy
+3,942
New +$73.9K ﹤0.01% 646