Venturi Wealth Management’s RingCentral RNG Stock Holding History

Venturi Wealth Management’s Portfolio RNG Stock Details RNG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$306K	Buy
2025 Q1	–	Sell
2024 Q4	$101K	Buy
2024 Q3	$58.9K	Buy
2024 Q2	$21K	Buy
2024 Q1	$8.55K	Sell
2023 Q4	$9K	Buy
2023 Q3	$5.99K	Buy