CWM
Curi Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 684 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 602 |
|
|
2022
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 661 |
|
|
2021
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 610 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | – | – | 482 |
|
|
2020
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 520 |
|