Parisi Gray Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-130
| Closed | -$8K | – | 452 |
|
|
2019
Q1 | $8K | Hold |
130
| – | – | 0.01% | 405 |
|
|
2018
Q4 | $8K | Hold |
130
| – | – | 0.01% | 419 |
|
|
2018
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 449 |
|
|
2018
Q2 | $8K | Hold |
130
| – | – | 0.01% | 445 |
|
|
2018
Q1 | $6K | Buy |
130
+2
| +2% | +$92 | ﹤0.01% | 491 |
|
|
2017
Q4 | $8K | Buy |
+128
| New | +$8K | 0.01% | 483 |
|