BWA
BDO Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.72K | Buy |
121
+90
| +290% | +$4.26K | ﹤0.01% | 757 |
|
|
2023
Q1 | $1.34K | Hold |
31
| – | – | ﹤0.01% | 935 |
|
|
2022
Q4 | $1.4K | Hold |
31
| – | – | ﹤0.01% | 888 |
|
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 924 |
|
|
2022
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 947 |
|
|
2021
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 963 |
|
|
2021
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 965 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$1K | – | 665 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 628 |
|
|
2018
Q1 | $1K | Sell |
20
-269
| -93% | -$13.5K | ﹤0.01% | 558 |
|
|
2017
Q4 | $17K | Buy |
289
+16
| +6% | +$941 | 0.01% | 290 |
|
|
2017
Q3 | $18K | Buy |
273
+2
| +0.7% | +$132 | 0.01% | 268 |
|
|
2017
Q2 | $19K | Buy |
+271
| New | +$19K | 0.01% | 312 |
|