Venturi Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-126	Closed	-$4.69K	–	2039
2024 Q3	$4.69K	Buy	126 +22	+21%	+$819	﹤0.01%	1443
2024 Q2	$3.45K	Buy	104 +49	+89%	+$1.62K	﹤0.01%	1291
2024 Q1	$1.83K	Buy	+55	New	+$1.83K	﹤0.01%	1266