Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Venturi Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$70.99 - $80.08 $50,899 - $57,417	-717 Reduced 78.19%	200 $14,000
Q3 2023 Nov 02, 2023	BUY	$0.0 - $80.13 $0 - $6,410	80 Added 9.56%	917 $70,000
Q2 2023 Jul 24, 2023	BUY	$0.0 - $72.15 $0 - $4,473	62 Added 8.0%	837 $57,000
Q1 2023 May 02, 2023	BUY	$63.35 - $77.01 $49,096 - $59,682	775 New	775 $52,000

149

3.92M

800

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