Venturi Wealth Management’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,891
| Closed | -$101K | – | 1552 |
|
|
2024
Q4 | $101K | Buy |
2,891
+1,028
| +55% | +$36K | 0.01% | 776 |
|
|
2024
Q3 | $58.9K | Buy |
1,863
+1,119
| +150% | +$35.4K | ﹤0.01% | 711 |
|
|
2024
Q2 | $21K | Buy |
744
+498
| +202% | +$14K | ﹤0.01% | 931 |
|
|
2024
Q1 | $8.55K | Sell |
246
-19
| -7% | -$660 | ﹤0.01% | 964 |
|
|
2023
Q4 | $9K | Buy |
265
+63
| +31% | +$2.14K | ﹤0.01% | 892 |
|
|
2023
Q3 | $5.99K | Buy |
+202
| New | +$5.99K | ﹤0.01% | 926 |
|