IWA
IBEX Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-45,225
| Closed | -$3.3M | – | 111 |
|
|
2019
Q3 | $3.3M | Buy |
45,225
+577
| +1% | +$42.1K | 1.1% | 33 |
|
|
2019
Q2 | $3.05M | Buy |
44,648
+2,830
| +7% | +$193K | 0.88% | 40 |
|
|
2019
Q1 | $2.67M | Buy |
41,818
+19,356
| +86% | +$1.23M | 0.94% | 42 |
|
|
2018
Q4 | $1.32M | Buy |
22,462
+12,086
| +116% | +$708K | 0.6% | 51 |
|
|
2018
Q3 | $560K | Buy |
+10,376
| New | +$560K | 0.2% | 83 |
|
|
2017
Q1 | – | Sell |
-78
| Closed | -$5K | – | 390 |
|
|
2016
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 379 |
|