Aevitas Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,091
| Closed | -$69K | – | 346 |
|
|
2019
Q1 | $69K | Buy |
1,091
+4
| +0.4% | +$253 | 0.06% | 161 |
|
|
2018
Q4 | $64K | Buy |
1,087
+6
| +0.6% | +$353 | 0.07% | 158 |
|
|
2018
Q3 | $59K | Sell |
1,081
-195
| -15% | -$10.6K | 0.05% | 183 |
|
|
2018
Q2 | $73K | Sell |
1,276
-638
| -33% | -$36.5K | 0.07% | 157 |
|
|
2018
Q1 | $95K | Buy |
1,914
+12
| +0.6% | +$596 | 0.09% | 138 |
|
|
2017
Q4 | $114K | Buy |
+1,902
| New | +$114K | 0.11% | 127 |
|