Pinnacle Wealth Planning Services’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-490
Closed -$24K 1907
2020
Q4
$24K Buy
+490
New +$24K 0.01% 1094
2019
Q4
Sell
-2,977
Closed -$217K 248
2019
Q3
$217K Buy
+2,977
New +$217K 0.12% 168