Venturi Wealth Management’s UWM Holdings UWMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-850	Closed	-$4.76K	–	1431
2023 Q2	$4.76K	Hold	850	–	–	﹤0.01%	765
2023 Q1	$4.17K	Buy	+850	New	+$4.17K	﹤0.01%	864