Winch Advisory Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-148
| Closed | -$8K | – | 368 |
|
|
2018
Q3 | $8K | Hold |
148
| – | – | ﹤0.01% | 198 |
|
|
2018
Q2 | $8K | Hold |
148
| – | – | ﹤0.01% | 210 |
|
|
2018
Q1 | $7K | Buy |
148
+2
| +1% | +$95 | ﹤0.01% | 209 |
|
|
2017
Q4 | $9K | Buy |
146
+2
| +1% | +$123 | 0.01% | 186 |
|
|
2017
Q3 | $9K | Hold |
144
| – | – | 0.01% | 176 |
|
|
2017
Q2 | $10K | Buy |
+144
| New | +$10K | 0.01% | 191 |
|