Balboa Wealth Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $302K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $488K | Buy |
|
|||||
|
2024
Q2 | $270K | Sell |
|
|||||
|
2024
Q1 | $273K | Sell |
|
|||||
|
2023
Q4 | $364K | Sell |
|
|||||
|
2023
Q3 | $337K | Sell |
|
|||||
|
2023
Q2 | $444K | Sell |
|
|||||
|
2023
Q1 | $444K | Sell |
|
|||||
|
2022
Q4 | $465K | Sell |
|
|||||
|
2022
Q3 | $426K | Buy |
|