Klingman & Associates’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-379
Closed -$27K 321
2016
Q3
$27K Sell
379
-264
-41% -$18.8K 0.01% 240
2016
Q2
$47K Hold
643
0.02% 193
2016
Q1
$40K Hold
643
0.01% 208
2015
Q4
$36K Buy
+643
New +$36K 0.01% 227