Venturi Wealth Management, LLC Ishares Tr Self Driving Ev & T Transaction History

Venturi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$35.94 - $45.67 $20,018 - $25,438	-557 Reduced 61.96%	342 $12,000
Q2 2023 Jul 24, 2023	SELL	$35.05 - $40.99 $39,501 - $46,195	-1,127 Reduced 55.63%	899 $36,000
Q1 2023 May 02, 2023	BUY	$33.83 - $42.99 $68,539 - $87,097	2,026 New	2,026 $77,000
Q4 2021 Feb 08, 2022	SELL	N/A	-4,690 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	N/A	85 Added 1.85%	4,690 $226,000

Q2 2021 Aug 02, 2021	BUY	N/A	4,605 New	4,605 $229,000

104

1.9M

300

100

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