Bard Financial Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,344
| Closed | -$826K | – | 329 |
|
|
2022
Q4 | $826K | Sell |
18,344
-11,741
| -39% | -$529K | 0.07% | 180 |
|
|
2022
Q3 | $1.21M | Sell |
30,085
-8,293
| -22% | -$333K | 0.11% | 136 |
|
|
2022
Q2 | $1.97M | Sell |
38,378
-33,954
| -47% | -$1.75M | 0.18% | 110 |
|
|
2022
Q1 | $4.47M | Buy |
72,332
+1,306
| +2% | +$80.7K | 0.36% | 69 |
|
|
2021
Q4 | $3.63M | Buy |
71,026
+2,506
| +4% | +$128K | 0.29% | 84 |
|
|
2021
Q3 | $3.78M | Sell |
68,520
-4,085
| -6% | -$226K | 0.34% | 78 |
|
|
2021
Q2 | $4.15M | Sell |
72,605
-2,884
| -4% | -$165K | 0.37% | 73 |
|
|
2021
Q1 | $4.03M | Sell |
75,489
-639
| -0.8% | -$34.1K | 0.39% | 73 |
|
|
2020
Q4 | $3.73M | Buy |
+76,128
| New | +$3.73M | 0.37% | 72 |
|