Venturi Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-907
| Closed | -$70.1K | – | 1379 |
|
|
2024
Q4 | $70.1K | Buy |
907
+841
| +1,274% | +$65K | ﹤0.01% | 908 |
|
|
2024
Q3 | $4.82K | Buy |
66
+11
| +20% | +$803 | ﹤0.01% | 1423 |
|
|
2024
Q2 | $3.32K | Sell |
55
-27
| -33% | -$1.63K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $5.18K | Buy |
82
+52
| +173% | +$3.28K | ﹤0.01% | 1079 |
|
|
2023
Q4 | $1.75K | Buy |
+30
| New | +$1.75K | ﹤0.01% | 1247 |
|