Centerpoint Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 353 |
|
2025
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 361 |
|
2024
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 415 |
|
2024
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 425 |
|
2024
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 412 |
|
2024
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 399 |
|
2023
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 393 |
|
2023
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 457 |
|
2023
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 462 |
|
2023
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 455 |
|
2022
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 416 |
|
2022
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 327 |
|
2022
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 330 |
|
2022
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 336 |
|
2021
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 350 |
|
2021
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 260 |
|
2018
Q3 | – | Sell |
-264
| Closed | -$15K | – | 359 |
|
2018
Q2 | $15K | Buy |
+264
| New | +$15K | 0.01% | 159 |
|