Venturi Wealth Management’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Venturi Wealth Management’s Portfolio INC Stock Details INC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell
2017 Q4	$3.72M	Buy
2017 Q3	$3.36M	Buy