VENTURI WEALTH MANAGEMENT, LLC – Transaction History
VENTURI WEALTH MANAGEMENT, LLC portfolio value:
464,000
portfolio value
VENTURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
+12.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.67% | 118 shares | 75K | 2.2K | |
| Q2 2022 | share | Increase | +34.50% | 534 shares | -66K | 2.08K | |
| Q1 2022 | share | Increase | +77.12% | 674 shares | 122K | 1.54K | |
| Q4 2021 | share | Increase | +9.66% | 77 shares | 21K | 874 | |
| Q3 2021 | share | Increase | +0.76% | 6 shares | 109K | 797 | |
| Q2 2021 | share | Increase | 0.00% | 791 shares | 203K | 791 |