Atlas Private Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-232
| Closed | -$12K | – | 378 |
|
|
2021
Q1 | $12K | Buy |
232
+3
| +1% | +$155 | 0.01% | 302 |
|
|
2020
Q4 | $11K | Buy |
229
+2
| +0.9% | +$96 | 0.01% | 307 |
|
|
2020
Q3 | $10K | Buy |
227
+3
| +1% | +$132 | 0.01% | 315 |
|
|
2020
Q2 | $8K | Buy |
224
+5
| +2% | +$179 | 0.01% | 351 |
|
|
2020
Q1 | $6K | Buy |
219
+4
| +2% | +$110 | 0.01% | 360 |
|
|
2019
Q4 | $12K | Buy |
+215
| New | +$12K | 0.01% | 339 |
|