Avantax Planning Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-947
| Closed | -$51K | – | 1172 |
|
|
2018
Q3 | $51K | Buy |
+947
| New | +$51K | ﹤0.01% | 485 |
|
|
2018
Q2 | – | Sell |
-1,818
| Closed | -$90K | – | 1449 |
|
|
2018
Q1 | $90K | Buy |
+1,818
| New | +$90K | 0.01% | 425 |
|
|
2017
Q3 | – | Sell |
-2,915
| Closed | -$203K | – | 370 |
|
|
2017
Q2 | $203K | Buy |
+2,915
| New | +$203K | 0.02% | 325 |
|