Integrated Wealth Management’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$524K Buy
2016
Q4
$479K Sell
2016
Q3
$543K Buy
2016
Q2
$528K Buy
2016
Q1
$338K Buy
2015
Q4
$227K Buy
2015
Q3
$140K Buy
2015
Q2
$81K Buy
2015
Q1
$69K Buy