KLI
Kelman-Lazarov Inc’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,014
| Closed | -$599K | – | 104 |
|
|
2018
Q3 | $599K | Sell |
11,014
-30,963
| -74% | -$1.68M | 0.35% | 62 |
|
|
2018
Q2 | $2.39M | Sell |
41,977
-8,840
| -17% | -$504K | 1.28% | 26 |
|
|
2018
Q1 | $2.52M | Sell |
50,817
-2,766
| -5% | -$137K | 1.35% | 24 |
|
|
2017
Q4 | $3.22M | Buy |
53,583
+3,955
| +8% | +$237K | 1.64% | 16 |
|
|
2017
Q3 | $3.23M | Buy |
49,628
+3,267
| +7% | +$213K | 1.71% | 16 |
|
|
2017
Q2 | $3.22M | Buy |
46,361
+2,599
| +6% | +$181K | 1.77% | 16 |
|
|
2017
Q1 | $2.85M | Sell |
43,762
-444
| -1% | -$28.9K | 1.83% | 19 |
|
|
2016
Q4 | $2.76M | Sell |
44,206
-436
| -1% | -$27.3K | 1.56% | 20 |
|
|
2016
Q3 | $3.04M | Sell |
44,642
-563
| -1% | -$38.4K | 1.72% | 17 |
|
|
2016
Q2 | $3.31M | Sell |
45,205
-945
| -2% | -$69.2K | 1.89% | 14 |
|
|
2016
Q1 | $2.92M | Buy |
+46,150
| New | +$2.92M | 1.71% | 16 |
|