Venturi Wealth Management’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-166
| Closed | -$13.4K | – | 758 |
|
|
2024
Q4 | $13.4K | Buy |
166
+120
| +261% | +$9.67K | ﹤0.01% | 1358 |
|
|
2024
Q3 | $4.03K | Buy |
46
+35
| +318% | +$3.07K | ﹤0.01% | 1540 |
|
|
2024
Q2 | $1.15K | Buy |
+11
| New | +$1.15K | ﹤0.01% | 1454 |
|
|
2024
Q1 | – | Sell |
-38
| Closed | -$6.74K | – | 1372 |
|
|
2023
Q4 | $6.74K | Sell |
38
-4
| -10% | -$709 | ﹤0.01% | 964 |
|
|
2023
Q3 | $7.55K | Buy |
+42
| New | +$7.55K | ﹤0.01% | 861 |
|