Accel Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56
| Closed | -$2.43K | – | 857 |
|
|
2023
Q1 | $2.43K | Hold |
56
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q4 | $2.52K | Hold |
56
| – | – | ﹤0.01% | 886 |
|
|
2022
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 948 |
|
|
2022
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 877 |
|
|
2022
Q1 | $4K | Sell |
56
-37
| -40% | -$2.64K | ﹤0.01% | 841 |
|
|
2021
Q4 | $5K | Hold |
93
| – | – | ﹤0.01% | 824 |
|
|
2021
Q3 | $5K | Sell |
93
-29
| -24% | -$1.56K | ﹤0.01% | 750 |
|
|
2021
Q2 | $7K | Sell |
122
-223
| -65% | -$12.8K | ﹤0.01% | 752 |
|
|
2021
Q1 | $18K | Sell |
345
-71
| -17% | -$3.7K | 0.01% | 538 |
|
|
2020
Q4 | $20K | Buy |
+416
| New | +$20K | 0.02% | 494 |
|