Buckingham Strategic Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,781
| Closed | -$246K | – | 645 |
|
|
2022
Q2 | $246K | Buy |
4,781
+788
| +20% | +$40.5K | ﹤0.01% | 510 |
|
|
2022
Q1 | $247K | Hold |
3,993
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $204K | Sell |
3,993
-52
| -1% | -$2.66K | ﹤0.01% | 564 |
|
|
2021
Q3 | $223K | Sell |
4,045
-4
| -0.1% | -$221 | ﹤0.01% | 537 |
|
|
2021
Q2 | $231K | Sell |
4,049
-12
| -0.3% | -$685 | 0.01% | 527 |
|
|
2021
Q1 | $217K | Sell |
4,061
-58
| -1% | -$3.1K | 0.01% | 502 |
|
|
2020
Q4 | $202K | Buy |
+4,119
| New | +$202K | 0.01% | 506 |
|
|
2020
Q1 | – | Sell |
-5,024
| Closed | -$290K | – | 517 |
|
|
2019
Q4 | $290K | Buy |
+5,024
| New | +$290K | 0.03% | 365 |
|