BFA
Benedict Financial Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-30,472
| Closed | -$1.12M | – | 102 |
|
|
2020
Q2 | $1.12M | Sell |
30,472
-4,586
| -13% | -$168K | 0.46% | 67 |
|
|
2020
Q1 | $940K | Buy |
35,058
+1,732
| +5% | +$46.4K | 0.44% | 70 |
|
|
2019
Q4 | $1.92M | Buy |
33,326
+829
| +3% | +$47.9K | 0.75% | 49 |
|
|
2019
Q3 | $2.37M | Buy |
32,497
+397
| +1% | +$29K | 0.97% | 43 |
|
|
2019
Q2 | $2.19M | Buy |
32,100
+2,386
| +8% | +$163K | 0.91% | 44 |
|
|
2019
Q1 | $1.9M | Buy |
29,714
+2,178
| +8% | +$139K | 0.82% | 45 |
|
|
2018
Q4 | $1.61M | Buy |
27,536
+5,152
| +23% | +$302K | 0.8% | 48 |
|
|
2018
Q3 | $1.22M | Buy |
+22,384
| New | +$1.22M | 0.55% | 63 |
|