VWM
KOIN

Venturi Wealth Management’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Venturi Wealth Management’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-430
Closed -$14.3K – 1552
2024
Q1 		$14.3K Hold
430
– – ﹤0.01% 829
2023
Q4 		$13.3K Hold
430
– – ﹤0.01% 809
2023
Q3 		$12.2K Hold
430
– – ﹤0.01% 758
2023
Q2 		$12.6K Hold
430
– – ﹤0.01% 622
2023
Q1 		$12.3K Buy
+430
New +$12.3K ﹤0.01% 683