Carmel Capital Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
3,768
-4,091
| -52% | -$258K | 0.08% | 134 |
|
|
2025
Q1 | $540K | Sell |
7,859
-88
| -1% | -$6.05K | 0.21% | 83 |
|
|
2024
Q4 | $468K | Buy |
7,947
+195
| +3% | +$11.5K | 0.19% | 88 |
|
|
2024
Q3 | $497K | Buy |
7,752
+641
| +9% | +$41.1K | 0.19% | 87 |
|
|
2024
Q2 | $365K | Buy |
+7,111
| New | +$365K | 0.15% | 100 |
|