Good Life Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-4,288
| Closed | -$212K | – | 244 |
|
2018
Q1 | $212K | Buy |
4,288
+108
| +3% | +$5.34K | 0.07% | 197 |
|
2017
Q4 | $244K | Buy |
4,180
+279
| +7% | +$16.3K | 0.08% | 190 |
|
2017
Q3 | $248K | Sell |
3,901
-122
| -3% | -$7.76K | 0.09% | 170 |
|
2017
Q2 | $271K | Buy |
4,023
+31
| +0.8% | +$2.09K | 0.12% | 153 |
|
2017
Q1 | $259K | Buy |
3,992
+17
| +0.4% | +$1.1K | 0.12% | 154 |
|
2016
Q4 | $245K | Buy |
+3,975
| New | +$245K | 0.14% | 118 |
|