Lake Point 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
2022
Q2
$20K Hold
2022
Q1
$24K Hold
2021
Q4
$20K Hold
2021
Q3
$21K Hold
2021
Q2
$22K Buy
2020
Q1
$12K Sell
2019
Q4
$44K Buy
2019
Q2
$56K Hold
2019
Q1
$56K Sell
2018
Q4
$445K Buy