Venturi Wealth Management, LLC Fidelity Covington Tr Msci Ind Transaction History

Venturi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 19, 2021	SELL	$51.89 - $55.59 $2.17 Million - $2.32 Million	-41,817 Closed	0 $0
Q2 2021 Aug 02, 2021	SELL	$52.43 - $55.65 $3,145 - $3,339	-60 Reduced 0.14%	41,817 $2.27 Million
Q1 2021 Apr 22, 2021	BUY	$45.59 - $52.2 $94,508 - $108,210	2,073 Added 5.21%	41,877 $2.18 Million
Q4 2020 Jan 28, 2021	BUY	$39.16 - $47.08 $677,624 - $814,672	17,304 Added 76.91%	39,804 $1.87 Million
Q2 2020 Aug 05, 2020	BUY	$28.82 - $39.59 $648,450 - $890,775	22,500 New	22,500 $808,000

171

6.72M

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Venturi Wealth Management, LLC with notifications on news.