Venturi Wealth Management, LLC Invesco S&P 500 Equal Weight T Transaction History

Venturi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	N/A	244 Added 5.6%	4,600 $0
Q3 2024 Nov 04, 2024	SELL	N/A	-3,100 Reduced 41.58%	4,356 $0
Q2 2024 Jul 19, 2024	BUY	N/A	1,642 Added 28.24%	7,456 $0
Q1 2024 Apr 23, 2024	BUY	$0.0 - $32.98 $0 - $296	9 Added 0.16%	5,814 $0
Q4 2023 Jan 23, 2024	SELL	$26.28 - $32.83 $5,886 - $7,353	-224 Reduced 3.72%	5,805 $189,000
Q3 2023 Nov 02, 2023	BUY	$0.0 - $301.97 $0 - $1.68 Million	5,550 Added 1158.66%	6,029 $169,000
Q2 2023 Jul 24, 2023	BUY	$0.0 - $295.8 $0 - $141,688	479 New	479 $140,000

386

46M

2.5K

700

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