Gupta Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $11K | Hold |
167
| – | – | ﹤0.01% | 848 |
|
|
2015
Q4 | $9K | Sell |
167
-120
| -42% | -$6.47K | ﹤0.01% | 919 |
|
|
2015
Q3 | $16K | Buy |
287
+48
| +20% | +$2.68K | ﹤0.01% | 765 |
|
|
2015
Q2 | $17K | Sell |
239
-24
| -9% | -$1.71K | ﹤0.01% | 772 |
|
|
2015
Q1 | $22K | Buy |
+263
| New | +$22K | 0.01% | 576 |
|