Continuum Advisory’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27
| Closed | -$1.86K | – | 1557 |
|
|
2025
Q1 | $1.86K | Sell |
27
-1
| -4% | -$69 | ﹤0.01% | 1367 |
|
|
2024
Q4 | $1.65K | Hold |
28
| – | – | ﹤0.01% | 1481 |
|
|
2024
Q3 | $1.78K | Sell |
28
-179
| -86% | -$11.4K | ﹤0.01% | 1477 |
|
|
2024
Q2 | $10.6K | Hold |
207
| – | – | ﹤0.01% | 930 |
|
|
2024
Q1 | $9.84K | Buy |
+207
| New | +$9.84K | ﹤0.01% | 943 |
|
|
2018
Q2 | – | Sell |
-4,247
| Closed | -$210K | – | 157 |
|
|
2018
Q1 | $210K | Sell |
4,247
-4,057
| -49% | -$201K | 0.18% | 128 |
|
|
2017
Q4 | $498K | Buy |
8,304
+221
| +3% | +$13.3K | 0.38% | 65 |
|
|
2017
Q3 | $526K | Sell |
8,083
-166
| -2% | -$10.8K | 0.46% | 53 |
|
|
2017
Q2 | $573K | Buy |
8,249
+2,398
| +41% | +$167K | 0.57% | 45 |
|
|
2017
Q1 | $381K | Buy |
+5,851
| New | +$381K | 0.46% | 63 |
|