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Advanced Portfolio Management’s Ventas VTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,534
Closed -$1.51M 80
2024
Q3
$1.51M Sell
23,534
-20,400
-46% -$1.31M 1.55% 21
2024
Q2
$2.25M Hold
43,934
1.49% 27
2024
Q1
$1.93M Buy
+43,934
New +$1.93M 3.65% 16