AEPWM
Atlantic Edge Private Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31
| Closed | -$1.83K | – | 523 |
|
|
2024
Q4 | $1.83K | Hold |
31
| – | – | ﹤0.01% | 445 |
|
|
2024
Q3 | $1.99K | Hold |
31
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $1.59K | Hold |
31
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $1.35K | Hold |
31
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $1.55K | Buy |
+31
| New | +$1.55K | ﹤0.01% | 424 |
|