VWM
PLYM

Venturi Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Venturi Wealth Management’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-396
Closed -$7.05K – 1494
2024
Q4 		$7.05K Sell
396
-20
-5% -$356 ﹤0.01% 1538
2024
Q3 		$9.4K Buy
+416
New +$9.4K ﹤0.01% 1209