OWA
Outlook Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,214
| Closed | -$454K | – | 167 |
|
|
2019
Q3 | $454K | Sell |
6,214
-560
| -8% | -$40.9K | 0.27% | 79 |
|
|
2019
Q2 | $463K | Buy |
6,774
+197
| +3% | +$13.5K | 0.31% | 80 |
|
|
2019
Q1 | $420K | Buy |
6,577
+5,510
| +516% | +$352K | 0.35% | 74 |
|
|
2018
Q4 | $625K | Buy |
+1,067
| New | +$625K | 0.28% | 84 |
|