Venturi Wealth Management’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-82
| Closed | -$1.08K | – | 1823 |
|
|
2024
Q2 | $1.08K | Hold |
82
| – | – | ﹤0.01% | 1470 |
|
|
2024
Q1 | $1.67K | Buy |
+82
| New | +$1.67K | ﹤0.01% | 1276 |
|
|
2023
Q3 | – | Sell |
-82
| Closed | -$846 | – | 1384 |
|
|
2023
Q2 | $846 | Hold |
82
| – | – | ﹤0.01% | 1031 |
|
|
2023
Q1 | $1.23K | Buy |
+82
| New | +$1.23K | ﹤0.01% | 1085 |
|