WealthPlan Investment Management’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-30
Closed -$1.42K 355
2023
Q2
$1.42K Hold
30
﹤0.01% 330
2023
Q1
$1.3K Buy
+30
New +$1.3K ﹤0.01% 401