RPg Family Wealth Advisory’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-921
| Closed | -$45.6K | – | 291 |
|
|
2018
Q1 | $45.6K | Sell |
921
-286
| -24% | -$14.2K | 0.04% | 124 |
|
|
2017
Q4 | $72.4K | Sell |
1,207
-407
| -25% | -$24.4K | 0.06% | 90 |
|
|
2017
Q3 | $105K | Buy |
1,614
+393
| +32% | +$25.6K | 0.09% | 69 |
|
|
2017
Q2 | $84.8K | Sell |
1,221
-15
| -1% | -$1.04K | 0.07% | 88 |
|
|
2017
Q1 | $80.4K | Buy |
1,236
+751
| +155% | +$48.8K | 0.07% | 93 |
|
|
2016
Q4 | $30.3K | Buy |
+485
| New | +$30.3K | 0.03% | 154 |
|