BFA
BBJS Financial Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $984K | Buy |
15,346
+29
| +0.2% | +$1.86K | 0.35% | 27 |
|
|
2024
Q2 | $785K | Sell |
15,317
-10,021
| -40% | -$514K | 0.29% | 26 |
|
|
2024
Q1 | $1.1M | Buy |
25,338
+6,069
| +31% | +$264K | 0.39% | 30 |
|
|
2023
Q4 | $960K | Buy |
19,269
+1,062
| +6% | +$52.9K | 0.33% | 32 |
|
|
2023
Q3 | $767K | Buy |
18,207
+2,709
| +17% | +$114K | 0.29% | 34 |
|
|
2023
Q2 | $733K | Buy |
15,498
+1,186
| +8% | +$56.1K | 0.29% | 38 |
|
|
2023
Q1 | $620K | Buy |
14,312
+3,786
| +36% | +$164K | 0.25% | 41 |
|
|
2022
Q4 | $474K | Buy |
+10,526
| New | +$474K | 0.21% | 42 |
|