Venturi Wealth Management, LLC Ishares Tr Transaction History

Venturi Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 29, 2019	BUY	$25.46 - $25.97 $30,552 - $31,164	1,200 New	1,200 $31,000
Q1 2019 May 14, 2019	SELL	N/A	-10,835 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-11,995 Reduced 52.54%	10,835 $253,000
Q3 2018 Nov 13, 2018	SELL	N/A	-2,630 Reduced 10.33%	22,830 $644,000
Q2 2018 Aug 14, 2018	SELL	N/A	-91,350 Reduced 78.2%	25,460 $709,000
Q1 2018 May 09, 2018	BUY	N/A	9,655 Added 9.01%	116,810 $3.38 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-1,175 Reduced 1.08%	107,155 $3.09 Million
Q3 2017 Nov 14, 2017	BUY	N/A	108,330	108,330 $3.03 Million

148

39.9M

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.