Cornerstone Planning Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03K | Sell |
88
-45
| -34% | -$3.08K | ﹤0.01% | 680 |
|
|
2025
Q1 | $9.11K | Buy |
133
+12
| +10% | +$822 | ﹤0.01% | 598 |
|
|
2024
Q4 | $7.5K | Buy |
121
+13
| +12% | +$806 | ﹤0.01% | 491 |
|
|
2024
Q3 | $7.1K | Buy |
108
+13
| +14% | +$855 | ﹤0.01% | 491 |
|
|
2024
Q2 | $5.28K | Hold |
95
| – | – | ﹤0.01% | 564 |
|
|
2024
Q1 | $4.4K | Buy |
95
+2
| +2% | +$93 | ﹤0.01% | 534 |
|
|
2023
Q4 | $4.62K | Buy |
93
+1
| +1% | +$50 | ﹤0.01% | 536 |
|
|
2023
Q3 | $3.88K | Hold |
92
| – | – | ﹤0.01% | 561 |
|
|
2023
Q2 | $4.33K | Buy |
+92
| New | +$4.33K | ﹤0.01% | 939 |
|
|
2022
Q4 | $4.4K | Buy |
+90
| New | +$4.4K | ﹤0.01% | 949 |
|