CAN
Claraphi Advisory Network’s Ventas VTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-17,507
| Closed | -$895K | – | 345 |
|
2021
Q4 | $895K | Sell |
17,507
-758
| -4% | -$38.8K | 0.31% | 73 |
|
2021
Q3 | $1.01M | Buy |
18,265
+583
| +3% | +$32.2K | 0.36% | 60 |
|
2021
Q2 | $1.01M | Sell |
17,682
-250
| -1% | -$14.3K | 0.3% | 64 |
|
2021
Q1 | $956K | Sell |
17,932
-500
| -3% | -$26.7K | 0.26% | 84 |
|
2020
Q4 | $904K | Hold |
18,432
| – | – | 0.25% | 83 |
|
2020
Q3 | $773K | Buy |
18,432
+950
| +5% | +$39.8K | 0.28% | 69 |
|
2020
Q2 | $640K | Buy |
17,482
+7,425
| +74% | +$272K | 0.27% | 70 |
|
2020
Q1 | $270K | Sell |
10,057
-2,640
| -21% | -$70.9K | 0.13% | 149 |
|
2019
Q4 | $733K | Buy |
+12,697
| New | +$733K | 0.45% | 46 |
|
2019
Q1 | – | Sell |
-6,297
| Closed | -$369K | – | 254 |
|
2018
Q4 | $369K | Buy |
+6,297
| New | +$369K | 0.28% | 98 |
|