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Lucia Wealth Services’s Ventas VTR Stock Holding History

Lucia Wealth Services’s Portfolio VTR Stock Details VTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$92K Hold
2,200
– – 0.02% 149
2020
Q2 		$81K Buy
+2,200
New +$81K 0.02% 147
2018
Q2 		– Sell
-103
Closed -$5K – 230
2018
Q1 		$5K Buy
+103
New +$5K ﹤0.01% 191