Venturi Wealth Management’s IRIDEX IRIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-750
| Closed | -$1.26K | – | 1212 |
|
|
2024
Q4 | $1.26K | Hold |
750
| – | – | ﹤0.01% | 1898 |
|
|
2024
Q3 | $1.31K | Hold |
750
| – | – | ﹤0.01% | 1736 |
|
|
2024
Q2 | $1.62K | Hold |
750
| – | – | ﹤0.01% | 1394 |
|
|
2024
Q1 | $2.24K | Hold |
750
| – | – | ﹤0.01% | 1238 |
|
|
2023
Q4 | $2.11K | Hold |
750
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q3 | $1.91K | Sell |
750
-249
| -25% | -$632 | ﹤0.01% | 1177 |
|
|
2023
Q2 | $2.17K | Buy |
999
+249
| +33% | +$540 | ﹤0.01% | 907 |
|
|
2023
Q1 | $1.52K | Buy |
+750
| New | +$1.52K | ﹤0.01% | 1052 |
|