NDSI
Newman Dignan & Sheerar Inc’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,407
| Closed | -$564K | – | 161 |
|
|
2017
Q4 | $564K | Sell |
9,407
-2,267
| -19% | -$136K | 0.28% | 94 |
|
|
2017
Q3 | $760K | Buy |
11,674
+33
| +0.3% | +$2.15K | 0.41% | 67 |
|
|
2017
Q2 | $809K | Sell |
11,641
-759
| -6% | -$52.7K | 0.45% | 62 |
|
|
2017
Q1 | $806 | Sell |
12,400
-257
| -2% | -$17 | 0.36% | 65 |
|
|
2016
Q4 | $791K | Buy |
12,657
+36
| +0.3% | +$2.25K | 0.48% | 62 |
|
|
2016
Q3 | $891K | Buy |
12,621
+33
| +0.3% | +$2.33K | 0.56% | 54 |
|
|
2016
Q2 | $917K | Buy |
12,588
+189
| +2% | +$13.8K | 0.57% | 48 |
|
|
2016
Q1 | $781K | Buy |
12,399
+5,025
| +68% | +$317K | 0.57% | 51 |
|
|
2015
Q4 | $416K | Buy |
7,374
+3,749
| +103% | +$211K | 0.29% | 90 |
|
|
2015
Q3 | $203K | Buy |
+3,625
| New | +$203K | 0.13% | 133 |
|