Walled Lake Planning & Wealth Management’s Ventas VTR Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$22K	Hold
2021 Q2	$23K	Hold
2021 Q1	$22K	Buy
2020 Q4	$20K	Hold
2020 Q3	$17K	Sell
2020 Q2	$152K	Hold
2020 Q1	$112K	Buy
2019 Q4	$159K	Buy