Winifred I. Li’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $169K | Buy |
2,062
+134
| +7% | +$11K | 0.16% | 124 |
|
2014
Q3 | $136K | Hold |
1,928
| – | – | 0.13% | 147 |
|
2014
Q2 | $141K | Hold |
1,928
| – | – | 0.12% | 156 |
|
2014
Q1 | $133K | Hold |
1,928
| – | – | 0.12% | 159 |
|
2013
Q4 | $126K | Hold |
1,928
| – | – | 0.11% | 159 |
|
2013
Q3 | $135K | Hold |
1,928
| – | – | 0.12% | 149 |
|
2013
Q2 | $153K | Buy |
+1,928
| New | +$153K | 0.14% | 141 |
|