B. Riley Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $362 | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $364K | Sell |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $421K | Hold |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $454K | Sell |
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|
2020
Q2 | $497K | Sell |
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|
2020
Q1 | $430K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Buy |
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|
2014
Q3 | $2K | Hold |
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|
2014
Q2 | $2K | Buy |
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|
2014
Q1 | $2K | Buy |
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