Baystate Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $15K | Buy |
+301
| New | +$15K | ﹤0.01% | 629 |
|
|
2020
Q3 | – | Sell |
-512
| Closed | -$19K | – | 748 |
|
|
2020
Q2 | $19K | Buy |
+512
| New | +$19K | ﹤0.01% | 315 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$5K | – | 645 |
|
|
2019
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 439 |
|
|
2018
Q1 | – | Sell |
-659
| Closed | -$36K | – | 730 |
|
|
2017
Q4 | $36K | Hold |
659
| – | – | 0.01% | 236 |
|
|
2017
Q3 | $42K | Sell |
659
-21
| -3% | -$1.34K | 0.01% | 204 |
|
|
2017
Q2 | $47K | Buy |
680
+3
| +0.4% | +$207 | 0.01% | 183 |
|
|
2017
Q1 | $44K | Buy |
+677
| New | +$44K | 0.01% | 188 |
|