Wealthspire Advisors (New York)’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,498	Closed	-$240K	–	665
2021 Q1	$240K	Buy	4,498 +352	+8%	+$18.8K	0.01%	623
2020 Q4	$203K	Buy	+4,146	New	+$203K	0.01%	551
2019 Q1	–	Sell	-149	Closed	-$9K	–	781
2018 Q4	$9K	Buy	+149	New	+$9K	﹤0.01%	537