VENTURI WEALTH MANAGEMENT, LLC – Polaris Inc. Transaction History
VENTURI WEALTH MANAGEMENT, LLC portfolio value:
$755,000
portfolio value
VENTURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.66%
quarter
Polaris Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.28% | -184 shares | -47K | $95.65 | 7.89K |
| Q2 2022 | share | Increase | +0.26% | 21 shares | -47K | $99.28 | 8.07K |
| Q1 2022 | share | Increase | +26.89% | 1.70K shares | 151K | $105.32 | 8.05K |
| Q4 2021 | share | Decrease | -2.67% | -174 shares | -83K | $109.71 | 6.34K |
| Q3 2021 | share | Increase | +1.01% | 65 shares | -104K | $118.99 | 6.52K |
| Q2 2021 | share | Decrease | -6.43% | -444 shares | -36K | $135.48 | 6.45K |
| Q1 2021 | share | Decrease | -15.06% | -1.22K shares | 147K | $131.43 | 6.90K |
| Q4 2020 | share | Increase | 0.00% | 8.12K shares | 774K | $93.3 | 8.12K |
| Q1 2020 | share | Decrease | -100.00% | -2.84K shares | -290K | $46.26 | 0 |
| Q4 2019 | share | Decrease | -1.39% | -40 shares | 36K | $96.98 | 2.84K |
| Q3 2019 | share | Increase | +3.18% | 89 shares | -1K | $83.41 | 2.88K |
| Q2 2019 | share | Decrease | -2.20% | -63 shares | 8K | $85.82 | 2.79K |
| Q1 2019 | share | Decrease | -5.52% | -167 shares | 21K | $78.82 | 2.86K |
| Q4 2018 | share | Increase | 0.00% | 3.02K shares | 226K | $71.08 | 3.02K |