LA
Legacy Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$231K | – | 134 |
|
|
2019
Q4 | $231K | Hold |
4,000
| – | – | 0.15% | 119 |
|
|
2019
Q3 | $292K | Hold |
4,000
| – | – | 0.22% | 85 |
|
|
2019
Q2 | $273K | Sell |
4,000
-4,000
| -50% | -$273K | 0.18% | 92 |
|
|
2019
Q1 | $510K | Buy |
8,000
+4,000
| +100% | +$255K | 0.17% | 102 |
|
|
2018
Q4 | $234K | Hold |
4,000
| – | – | 0.18% | 105 |
|
|
2018
Q3 | $221K | Buy |
4,000
+2,000
| +100% | +$111K | 0.11% | 128 |
|
|
2018
Q2 | $115K | Buy |
2,000
+1,967
| +5,961% | +$113K | 0.09% | 129 |
|
|
2018
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 357 |
|
|
2017
Q4 | – | Sell |
-53
| Closed | -$3K | – | 434 |
|
|
2017
Q3 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 314 |
|