Icon Wealth Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,175
| Closed | -$139K | – | 765 |
|
|
2019
Q1 | $139K | Sell |
2,175
-36
| -2% | -$2.3K | 0.05% | 188 |
|
|
2018
Q4 | $130K | Buy |
2,211
+148
| +7% | +$8.7K | 0.06% | 181 |
|
|
2018
Q3 | $112K | Hold |
2,063
| – | – | 0.05% | 255 |
|
|
2018
Q2 | $117K | Hold |
2,063
| – | – | 0.05% | 214 |
|
|
2018
Q1 | $104K | Buy |
2,063
+159
| +8% | +$8.02K | 0.06% | 246 |
|
|
2017
Q4 | $114K | Buy |
+1,904
| New | +$114K | 0.06% | 254 |
|