Concord Wealth Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-56
| Closed | -$2.87K | – | 1031 |
|
|
2024
Q2 | $2.87K | Buy |
+56
| New | +$2.87K | ﹤0.01% | 632 |
|
|
2021
Q3 | – | Sell |
-46
| Closed | -$3K | – | 1036 |
|
|
2021
Q2 | $3K | Sell |
46
-344
| -88% | -$22.4K | ﹤0.01% | 846 |
|
|
2021
Q1 | $21K | Sell |
390
-38
| -9% | -$2.05K | 0.01% | 472 |
|
|
2020
Q4 | $21K | Buy |
+428
| New | +$21K | 0.02% | 305 |
|