Berman Capital Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $105K | Buy |
1,913
+764
| +66% | +$41.9K | 0.02% | 425 |
|
|
2021
Q2 | $65K | Buy |
1,149
+265
| +30% | +$15K | 0.01% | 493 |
|
|
2021
Q1 | $47K | Buy |
884
+246
| +39% | +$13.1K | 0.01% | 504 |
|
|
2020
Q4 | $31K | Buy |
638
+77
| +14% | +$3.74K | 0.01% | 552 |
|
|
2020
Q3 | $22K | Sell |
561
-8
| -1% | -$314 | 0.01% | 555 |
|
|
2020
Q2 | $20K | Sell |
569
-211
| -27% | -$7.42K | 0.01% | 545 |
|
|
2020
Q1 | $20K | Buy |
780
+54
| +7% | +$1.39K | 0.01% | 495 |
|
|
2019
Q4 | $41K | Sell |
726
-43
| -6% | -$2.43K | 0.01% | 362 |
|
|
2019
Q3 | $56K | Buy |
769
+37
| +5% | +$2.69K | 0.02% | 285 |
|
|
2019
Q2 | $50K | Buy |
732
+26
| +4% | +$1.78K | 0.02% | 303 |
|
|
2019
Q1 | $45K | Buy |
706
+1
| +0.1% | +$64 | 0.02% | 292 |
|
|
2018
Q4 | $41K | Buy |
+705
| New | +$41K | 0.02% | 276 |
|