Argent Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-6,088
| Closed | -$348K | – | 139 |
|
2021
Q2 | $348K | Buy |
6,088
+1,533
| +34% | +$87.6K | 0.21% | 99 |
|
2021
Q1 | $243K | Sell |
4,555
-993
| -18% | -$53K | 0.16% | 116 |
|
2020
Q4 | $272K | Buy |
+5,548
| New | +$272K | 0.17% | 125 |
|
2020
Q1 | – | Sell |
-688
| Closed | -$39K | – | 500 |
|
2019
Q4 | $39K | Buy |
+688
| New | +$39K | 0.03% | 207 |
|