WLPWM
Walled Lake Planning & Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-404
| Closed | -$22K | – | 305 |
|
|
2021
Q3 | $22K | Hold |
404
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $23K | Hold |
404
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $22K | Buy |
404
+4
| +1% | +$218 | 0.02% | 189 |
|
|
2020
Q4 | $20K | Hold |
400
| – | – | 0.02% | 179 |
|
|
2020
Q3 | $17K | Sell |
400
-3,762
| -90% | -$160K | 0.01% | 183 |
|
|
2020
Q2 | $152K | Hold |
4,162
| – | – | 0.13% | 68 |
|
|
2020
Q1 | $112K | Buy |
4,162
+1,400
| +51% | +$37.7K | 0.1% | 80 |
|
|
2019
Q4 | $159K | Buy |
+2,762
| New | +$159K | 0.11% | 74 |
|