Bridgewater Wealth & Financial Management’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$999K Buy
2017
Q1
$912K Buy
2016
Q4
$864K Buy
2016
Q3
$902K Hold
2016
Q2
$930K Sell
2016
Q1
$807K Buy
2015
Q4
$701K Buy
2015
Q3
$676K Buy
2015
Q2
$749K Sell
2015
Q1
$902K Sell
2014
Q4
$900K Buy