WA
WFG Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5.31M | Buy |
76,380
+11,930
| +19% | +$829K | 1.2% | 9 |
|
|
2017
Q1 | $4.19M | Sell |
64,450
-13,611
| -17% | -$885K | 1.12% | 15 |
|
|
2016
Q4 | $4.88M | Sell |
78,061
-994
| -1% | -$62.1K | 1.19% | 7 |
|
|
2016
Q3 | $5.58M | Buy |
79,055
+2,820
| +4% | +$199K | 1.39% | 7 |
|
|
2016
Q2 | $5.55M | Sell |
76,235
-2,603
| -3% | -$190K | 1.48% | 7 |
|
|
2016
Q1 | $4.96M | Buy |
78,838
+2,696
| +4% | +$170K | 1.44% | 8 |
|
|
2015
Q4 | $4.3M | Buy |
76,142
+8,774
| +13% | +$495K | 1.28% | 9 |
|
|
2015
Q3 | $3.78M | Buy |
67,368
+13,250
| +24% | +$743K | 1.18% | 12 |
|
|
2015
Q2 | $3.36M | Buy |
54,118
+2,787
| +5% | +$173K | 0.93% | 17 |
|
|
2015
Q1 | $3.75M | Buy |
51,331
+7,656
| +18% | +$559K | 1.05% | 13 |
|
|
2014
Q4 | $3.13M | Buy |
43,675
+21,624
| +98% | +$1.55M | 0.63% | 20 |
|
|
2014
Q3 | $1.37M | Buy |
22,051
+21,129
| +2,292% | +$1.31M | 0.26% | 85 |
|
|
2014
Q2 | $59K | Buy |
922
+3
| +0.3% | +$192 | 0.01% | 844 |
|
|
2014
Q1 | $56K | Sell |
919
-438
| -32% | -$26.7K | 0.01% | 868 |
|
|
2013
Q4 | $78K | Buy |
1,357
+3
| +0.2% | +$172 | 0.01% | 838 |
|
|
2013
Q3 | $83K | Buy |
1,354
+443
| +49% | +$27.2K | 0.01% | 760 |
|
|
2013
Q2 | $63K | Buy |
+911
| New | +$63K | 0.01% | 804 |
|