Alaethes Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,084
| Closed | -$997K | – | 117 |
|
|
2023
Q2 | $997K | Buy |
21,084
+967
| +5% | +$45.7K | 0.55% | 75 |
|
|
2023
Q1 | $872K | Buy |
20,117
+1,597
| +9% | +$69.2K | 0.51% | 81 |
|
|
2022
Q4 | $834K | Buy |
18,520
+1,784
| +11% | +$80.4K | 0.57% | 75 |
|
|
2022
Q3 | $672K | Buy |
16,736
+1,028
| +7% | +$41.3K | 0.49% | 80 |
|
|
2022
Q2 | $808K | Buy |
15,708
+904
| +6% | +$46.5K | 0.6% | 75 |
|
|
2022
Q1 | $914K | Buy |
+14,804
| New | +$914K | 0.58% | 73 |
|