Venturi Wealth Management’s Excelerate Energy EE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-45	Closed	-$915	–	1335
2023 Q2	$915	Buy	+45	New	+$915	﹤0.01%	1027