Personal Wealth Partners’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-72
Closed -$4K 604
2019
Q4
$4K Hold
72
﹤0.01% 294
2019
Q3
$5K Sell
72
-147
-67% -$10.2K ﹤0.01% 277
2019
Q2
$15K Buy
+219
New +$15K 0.01% 196