BAM
Bruderman Asset Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-393
| Closed | -$25K | – | 553 |
|
|
2019
Q1 | $25K | Hold |
393
| – | – | 0.01% | 346 |
|
|
2018
Q4 | $23K | Buy |
+393
| New | +$23K | 0.01% | 335 |
|
|
2017
Q1 | – | Sell |
-17
| Closed | -$1K | – | 313 |
|
|
2016
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 361 |
|
|
2015
Q3 | – | Sell |
-150
| Closed | -$9K | – | 454 |
|
|
2015
Q2 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 360 |
|