Brandywine Oak Private Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,466
| Closed | -$200K | – | 260 |
|
|
2019
Q4 | $200K | Sell |
3,466
-150
| -4% | -$8.66K | 0.04% | 235 |
|
|
2019
Q3 | $264K | Sell |
3,616
-492
| -12% | -$35.9K | 0.05% | 188 |
|
|
2019
Q2 | $280K | Hold |
4,108
| – | – | 0.06% | 171 |
|
|
2019
Q1 | $262K | Sell |
4,108
-8
| -0.2% | -$510 | 0.05% | 181 |
|
|
2018
Q4 | $241K | Buy |
+4,116
| New | +$241K | 0.05% | 178 |
|