CWS
Cypress Wealth Services’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,505
| Closed | -$240K | – | 272 |
|
|
2019
Q2 | $240K | Sell |
3,505
-685
| -16% | -$46.9K | 0.07% | 218 |
|
|
2019
Q1 | $267K | Buy |
4,190
+265
| +7% | +$16.9K | 0.08% | 194 |
|
|
2018
Q4 | $230K | Sell |
3,925
-64
| -2% | -$3.75K | 0.09% | 181 |
|
|
2018
Q3 | $217K | Buy |
+3,989
| New | +$217K | 0.08% | 198 |
|
|
2018
Q2 | – | Sell |
-4,570
| Closed | -$226K | – | 234 |
|
|
2018
Q1 | $226K | Sell |
4,570
-643
| -12% | -$31.8K | 0.1% | 170 |
|
|
2017
Q4 | $313K | Buy |
+5,213
| New | +$313K | 0.13% | 140 |
|