LFA
Legacy Financial Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-91
| Closed | -$6K | – | 888 |
|
|
2019
Q1 | $6K | Sell |
91
-62
| -41% | -$4.09K | ﹤0.01% | 749 |
|
|
2018
Q4 | $9K | Sell |
153
-26
| -15% | -$1.53K | ﹤0.01% | 600 |
|
|
2018
Q3 | $9K | Buy |
179
+44
| +33% | +$2.21K | ﹤0.01% | 559 |
|
|
2018
Q2 | $8K | Hold |
135
| – | – | ﹤0.01% | 603 |
|
|
2018
Q1 | $6K | Buy |
135
+126
| +1,400% | +$5.6K | ﹤0.01% | 609 |
|
|
2017
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 863 |
|