CarsonAllaria Wealth Management’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$3.23K Sell
2024
Q3
$126K Sell
2024
Q2
$105K Sell
2024
Q1
$104K Sell
2023
Q4
$141K Buy
2023
Q3
$114K Sell
2023
Q2
$140K Hold
2023
Q1
$128K Buy
2022
Q4
$133K Buy
2022
Q3
$118K Sell
2022
Q2
$153K Buy
2022
Q1
$183K Buy
2021
Q4
$150K Buy