Venturi Wealth Management’s Carriage Services CSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-143	Closed	-$5.7K	–	846
2024 Q4	$5.7K	Hold	143	–	–	﹤0.01%	1611
2024 Q3	$4.7K	Buy	+143	New	+$4.7K	﹤0.01%	1442