Venturi Wealth Management, LLC Wisdomtree Tr Transaction History

Venturi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	BUY	$37.42 - $43.67 $537,538 - $627,319	14,365 Added 22.16%	79,179 $2.96 Million
Q1 2022 May 13, 2022	BUY	$39.56 - $46.1 $2.56 Million - $2.99 Million	64,814 New	64,814 $2.78 Million
Q4 2020 Jan 28, 2021	SELL	$35.11 - $39.58 $3.09 Million - $3.48 Million	-87,962 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$34.84 - $37.04 $497,271 - $528,671	-14,273 Reduced 13.96%	87,962 $3.22 Million
Q2 2020 Aug 05, 2020	BUY	$29.36 - $35.76 $102,495 - $124,838	3,491 Added 3.54%	102,235 $3.59 Million
Q1 2020 May 15, 2020	BUY	$26.65 - $37.66 $2.63 Million - $3.72 Million	98,744 New	98,744 $2.99 Million

253

47.3M

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