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Venturi Wealth Management’s Terex TEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-205	Closed	-$10.8K	–	2048
2024 Q3	$10.8K	Buy	+205	New	+$10.8K	﹤0.01%	1171
2023 Q4	–	Sell	-30	Closed	-$1.73K	–	1431
2023 Q3	$1.73K	Buy	+30	New	+$1.73K	﹤0.01%	1200