Beaird Harris 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
Q1
Sell
-51
Closed -$2.3K 746
2022
Q4
$2.3K Buy
+51
New +$2.3K ﹤0.01% 557
2022
Q1
Sell
-890
Closed -$45K 737
2021
Q4
$45K Buy
+890
New +$45K 0.02% 250