Jackson Grant Investment Advisers’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-250
| Closed | -$16K | – | 221 |
|
|
2017
Q3 | $16K | Hold |
250
| – | – | 0.01% | 188 |
|
|
2017
Q2 | $17K | Buy |
250
+3
| +1% | +$204 | 0.01% | 165 |
|
|
2017
Q1 | $16K | Hold |
247
| – | – | 0.01% | 157 |
|
|
2016
Q4 | $15K | Hold |
247
| – | – | 0.01% | 159 |
|
|
2016
Q3 | $17K | Buy |
+247
| New | +$17K | 0.01% | 152 |
|