WR Wealth Planners’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2.65K	Buy	45 +29	+181%	+$1.71K	﹤0.01%	809
2024 Q3	$1.03K	Buy	+16	New	+$1.03K	﹤0.01%	970
2023 Q2	–	Sell	-200	Closed	-$8.67K	–	987
2023 Q1	$8.67K	Buy	+200	New	+$8.67K	﹤0.01%	586