Bedel Financial Consulting’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-190
| Closed | -$12K | – | 900 |
|
|
2022
Q1 | $12K | Buy |
190
+127
| +202% | +$8.02K | ﹤0.01% | 635 |
|
|
2021
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 863 |
|
|
2021
Q3 | – | Sell |
-64
| Closed | -$4K | – | 1032 |
|
|
2021
Q2 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 813 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | – | – | 926 |
|
|
2020
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 917 |
|
|
2019
Q2 | – | Sell |
-152
| Closed | -$10K | – | 749 |
|
|
2019
Q1 | $10K | Hold |
152
| – | – | 0.01% | 493 |
|
|
2018
Q4 | $9K | Hold |
152
| – | – | 0.01% | 478 |
|
|
2018
Q3 | $8K | Hold |
152
| – | – | 0.01% | 513 |
|
|
2018
Q2 | $9K | Hold |
152
| – | – | 0.01% | 493 |
|
|
2018
Q1 | $8K | Buy |
+152
| New | +$8K | 0.01% | 505 |
|