Venturi Wealth Management’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$17.6K | – | 1996 |
|
|
2024
Q3 | $17.6K | Hold |
3,000
| – | – | ﹤0.01% | 1047 |
|
|
2024
Q2 | $17.9K | Hold |
3,000
| – | – | ﹤0.01% | 964 |
|
|
2024
Q1 | $24.4K | Sell |
3,000
-4,260
| -59% | -$34.6K | ﹤0.01% | 684 |
|
|
2023
Q4 | $55.1K | Hold |
7,260
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $48.2K | Buy |
7,260
+2,260
| +45% | +$15K | ﹤0.01% | 474 |
|
|
2023
Q2 | $41.1K | Hold |
5,000
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $33.2K | Buy |
+5,000
| New | +$33.2K | ﹤0.01% | 521 |
|