LWP
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Legacy Wealth Partners’s Ventas VTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-7,447
Closed -$273K 109
2020
Q2
$273K Sell
7,447
-1,361
-15% -$49.9K 0.21% 82
2020
Q1
$236K Buy
+8,808
New +$236K 0.22% 74