YorkBridge Wealth Partners’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-89
Closed -$5K 848
2018
Q2
$5K Hold
89
﹤0.01% 692
2018
Q1
$4K Sell
89
-25
-22% -$1.12K ﹤0.01% 705
2017
Q4
$6K Hold
114
﹤0.01% 692
2017
Q3
$7K Buy
+114
New +$7K ﹤0.01% 680