MWR
McAdams Wright Ragen’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.52M | Buy |
40,758
+500
| +1% | +$31K | 0.14% | 128 |
|
|
2014
Q2 | $2.58M | Buy |
40,258
+9,308
| +30% | +$597K | 0.14% | 124 |
|
|
2014
Q1 | $1.87M | Buy |
30,950
+1,000
| +3% | +$60.5K | 0.12% | 139 |
|
|
2013
Q4 | $1.72M | Buy |
+29,950
| New | +$1.72M | 0.11% | 143 |
|
|
2013
Q3 | – | Sell |
-29,857
| Closed | -$2.07M | – | 360 |
|
|
2013
Q2 | $2.07M | Buy |
+29,857
| New | +$2.07M | 0.17% | 123 |
|