VWM
DEC

Venturi Wealth Management’s Diversified Energy DEC Stock Holding History

Venturi Wealth Management’s Portfolio DEC Stock Details DEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-710
Closed -$11.9K – 875
2024
Q4 		$11.9K Buy
+710
New +$11.9K ﹤0.01% 1385