SVWAG
Sound View Wealth Advisors Group’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,796
| Closed | -$201K | – | 261 |
|
|
2020
Q3 | $201K | Buy |
+4,796
| New | +$201K | 0.05% | 239 |
|
|
2020
Q1 | – | Sell |
-8,742
| Closed | -$505K | – | 239 |
|
|
2019
Q4 | $505K | Sell |
8,742
-1,243
| -12% | -$71.8K | 0.14% | 138 |
|
|
2019
Q3 | $729K | Sell |
9,985
-534
| -5% | -$39K | 0.22% | 111 |
|
|
2019
Q2 | $719K | Buy |
+10,519
| New | +$719K | 0.21% | 115 |
|