Asset Planning Services (Pennsylvania)’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-87
| Closed | -$5K | – | 303 |
|
|
2016
Q4 | $5K | Hold |
87
| – | – | ﹤0.01% | 239 |
|
|
2016
Q3 | $6K | Hold |
87
| – | – | 0.01% | 217 |
|
|
2016
Q2 | $6K | Hold |
87
| – | – | 0.01% | 227 |
|
|
2016
Q1 | $5K | Hold |
87
| – | – | ﹤0.01% | 227 |
|
|
2015
Q4 | $5K | Hold |
87
| – | – | ﹤0.01% | 199 |
|
|
2015
Q3 | $5K | Buy |
87
+11
| +14% | +$632 | 0.01% | 193 |
|
|
2015
Q2 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 208 |
|