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Regent Peak Wealth Advisors’s Ventas VTR Stock Holding History

Regent Peak Wealth Advisors’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,058
Closed -$101K – 981
2020
Q4 		$101K Buy
+2,058
New +$101K 0.03% 222