Montag & Associates’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-405
Closed -$22K 895
2021
Q1
$22K Hold
405
﹤0.01% 658
2020
Q4
$20K Buy
+405
New +$20K ﹤0.01% 641