PWAG
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Polaris Wealth Advisory Group’s Ventas VTR Stock Holding History

Polaris Wealth Advisory Group’s Portfolio VTR Stock Details VTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$5K – 458
2018
Q3 		$5K Hold
100
– – ﹤0.01% 454
2018
Q2 		$5K Hold
100
– – ﹤0.01% 226
2018
Q1 		$5K Buy
+100
New +$5K ﹤0.01% 409