Venturi Wealth Management’s Perma-Fix Environmental Services PESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,000
| Closed | -$33.2K | – | 1470 |
|
|
2024
Q4 | $33.2K | Hold |
3,000
| – | – | ﹤0.01% | 1137 |
|
|
2024
Q3 | $36.8K | Hold |
3,000
| – | – | ﹤0.01% | 851 |
|
|
2024
Q2 | $30.4K | Hold |
3,000
| – | – | ﹤0.01% | 820 |
|
|
2024
Q1 | $35.7K | Hold |
3,000
| – | – | ﹤0.01% | 580 |
|
|
2023
Q4 | $23.6K | Hold |
3,000
| – | – | ﹤0.01% | 654 |
|
|
2023
Q3 | $31.4K | Hold |
3,000
| – | – | ﹤0.01% | 537 |
|
|
2023
Q2 | $32.9K | Hold |
3,000
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $35.3K | Buy |
+3,000
| New | +$35.3K | ﹤0.01% | 514 |
|