Centerstone Investors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-69,746
| Closed | -$4.03M | – | 30 |
|
|
2019
Q4 | $4.03M | Buy |
69,746
+16,799
| +32% | +$970K | 2.88% | 15 |
|
|
2019
Q3 | $3.87M | Sell |
52,947
-12,643
| -19% | -$923K | 2.66% | 16 |
|
|
2019
Q2 | $4.48M | Hold |
65,590
| – | – | 2.8% | 12 |
|
|
2019
Q1 | $4.19M | Hold |
65,590
| – | – | 2.98% | 12 |
|
|
2018
Q4 | $3.84M | Buy |
+65,590
| New | +$3.84M | 3.5% | 12 |
|