SWA
SFMG Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,980
| Closed | -$1.2M | – | 157 |
|
|
2018
Q2 | $1.2M | Sell |
20,980
-880
| -4% | -$50.1K | 0.19% | 38 |
|
|
2018
Q1 | $1.08M | Sell |
21,860
-3,697
| -14% | -$183K | 0.18% | 41 |
|
|
2017
Q4 | $1.53M | Sell |
25,557
-1,644
| -6% | -$98.7K | 0.25% | 32 |
|
|
2017
Q3 | $1.77M | Sell |
27,201
-540
| -2% | -$35.2K | 0.35% | 29 |
|
|
2017
Q2 | $1.93M | Buy |
+27,741
| New | +$1.93M | 0.4% | 25 |
|
|
2016
Q2 | – | Sell |
-38,513
| Closed | -$2.43M | – | 112 |
|
|
2016
Q1 | $2.43M | Buy |
38,513
+5,370
| +16% | +$338K | 0.53% | 24 |
|
|
2015
Q4 | $1.87M | Buy |
33,143
+4,013
| +14% | +$226K | 0.43% | 27 |
|
|
2015
Q3 | $1.63M | Buy |
+29,130
| New | +$1.63M | 0.39% | 32 |
|