Integrated Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $524K | Buy |
8,051
+388
| +5% | +$25.3K | 0.18% | 129 |
|
|
2016
Q4 | $479K | Sell |
7,663
-19
| -0.2% | -$1.19K | 0.18% | 135 |
|
|
2016
Q3 | $543K | Buy |
7,682
+436
| +6% | +$30.8K | 0.19% | 114 |
|
|
2016
Q2 | $528K | Buy |
7,246
+1,885
| +35% | +$137K | 0.2% | 107 |
|
|
2016
Q1 | $338K | Buy |
5,361
+1,341
| +33% | +$84.5K | 0.14% | 128 |
|
|
2015
Q4 | $227K | Buy |
4,020
+1,531
| +62% | +$86.5K | 0.1% | 169 |
|
|
2015
Q3 | $140K | Buy |
2,489
+1,347
| +118% | +$75.8K | 0.06% | 232 |
|
|
2015
Q2 | $81K | Buy |
1,142
+311
| +37% | +$22.1K | 0.03% | 308 |
|
|
2015
Q1 | $69K | Buy |
+831
| New | +$69K | 0.03% | 335 |
|