Atlas Private Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-704
| Closed | -$39K | – | 706 |
|
|
2021
Q3 | $39K | Sell |
704
-44
| -6% | -$2.44K | 0.02% | 258 |
|
|
2021
Q2 | $43K | Sell |
748
-160
| -18% | -$9.2K | 0.02% | 249 |
|
|
2021
Q1 | $48K | Sell |
908
-100
| -10% | -$5.29K | 0.03% | 237 |
|
|
2020
Q4 | $49K | Sell |
1,008
-1,300
| -56% | -$63.2K | 0.03% | 223 |
|
|
2020
Q3 | $97K | Sell |
2,308
-200
| -8% | -$8.41K | 0.08% | 146 |
|
|
2020
Q2 | $92K | Buy |
+2,508
| New | +$92K | 0.08% | 152 |
|