Bruce G. Allen Investments’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8K | Sell |
615
-4
| -0.6% | -$253 | 0.03% | 294 |
|
|
2025
Q1 | $42.6K | Sell |
619
-37
| -6% | -$2.54K | 0.03% | 276 |
|
|
2024
Q4 | $38.6K | Buy |
656
+53
| +9% | +$3.12K | 0.03% | 295 |
|
|
2024
Q3 | $38.7K | Buy |
603
+105
| +21% | +$6.73K | 0.03% | 301 |
|
|
2024
Q2 | $25.5K | Buy |
498
+22
| +5% | +$1.13K | 0.02% | 348 |
|
|
2024
Q1 | $20.7K | Sell |
476
-24
| -5% | -$1.05K | 0.02% | 374 |
|
|
2023
Q4 | $24.9K | Buy |
+500
| New | +$24.9K | 0.02% | 349 |
|