WealthPLAN Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-597
| Closed | -$38.6K | – | 422 |
|
|
2017
Q1 | $38.6K | Buy |
+597
| New | +$38.6K | 0.13% | 134 |
|
|
2016
Q3 | $81.2K | Sell |
1,192
-1,276
| -52% | -$86.9K | 0.03% | 256 |
|
|
2016
Q2 | $90K | Buy |
+2,468
| New | +$90K | 0.01% | 650 |
|
|
2015
Q4 | $47.2K | Buy |
+2,502
| New | +$47.2K | 0.01% | 645 |
|
|
2015
Q2 | $62K | Hold |
872
| – | – | 0.03% | 159 |
|
|
2015
Q1 | $74K | Buy |
+872
| New | +$74K | 0.03% | 202 |
|