Bank Julius Baer & Co’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.9K | Buy |
680
+78
| +13% | +$4.93K | ﹤0.01% | 552 |
|
|
2025
Q1 | $46.8K | Buy |
+602
| New | +$46.8K | ﹤0.01% | 545 |
|
|
2022
Q1 | – | Sell |
-138
| Closed | -$7K | – | 813 |
|
|
2021
Q4 | $7K | Sell |
138
-138
| -50% | -$7K | ﹤0.01% | 801 |
|
|
2021
Q3 | $15K | Buy |
+276
| New | +$15K | ﹤0.01% | 764 |
|
|
2020
Q2 | – | Sell |
-3,954
| Closed | -$106K | – | 754 |
|
|
2020
Q1 | $106K | Buy |
+3,954
| New | +$106K | ﹤0.01% | 492 |
|