VWM
KNGS

Venturi Wealth Management’s UPHOLDINGS Compound Kings ETF KNGS Stock Holding History

Venturi Wealth Management’s Portfolio KNGS Stock Details KNGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$3.95K – 1320
2023
Q1 		$3.95K Buy
+200
New +$3.71K ﹤0.01% 874

Venturi Wealth Management's KNGS Position: Q2 2023 in Review

Venturi Wealth Management sold out of UPHOLDINGS Compound Kings ETF (KNGS) in Q2 2023, closing a stake of 200 shares — an estimated $3.95K sold.

Venturi Wealth Management first reported a position in KNGS in Q1 2023 and held it in 1 quarter. The position peaked at $3.95K in Q1 2023. 0 funds tracked by Wall St. Rank hold KNGS as of Q2 2023.

  • Venturi Wealth Management reported no remaining UPHOLDINGS Compound Kings ETF position as of Q2 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 200 UPHOLDINGS Compound Kings ETF shares in Q2 2023, an estimated $3.95K.
  • Venturi Wealth Management first reported a position in UPHOLDINGS Compound Kings ETF in Q1 2023 and held it in 1 quarter.
  • Venturi Wealth Management's UPHOLDINGS Compound Kings ETF position peaked at $3.95K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held UPHOLDINGS Compound Kings ETF as of Q2 2023.

Based on Venturi Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.