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Venturi Wealth Management’s XP XP Stock Holding History

Venturi Wealth Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,424
Closed -$40.6K – 1870
2024
Q4 		$40.6K Buy
3,424
+2,890
+541% +$34.2K ﹤0.01% 1083
2024
Q3 		$9.58K Buy
+534
New +$9.58K ﹤0.01% 1204