Assured Investment Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 1273 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1119 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 484 |
|
|
2017
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 553 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 527 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 551 |
|
|
2016
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 536 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 559 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 204 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 211 |
|