Baldwin Wealth Partners’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-110
Closed -$7.05K 1013
2024
Q3
$7.05K Buy
+110
New +$7.05K ﹤0.01% 840