Covestor’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $42K | Buy |
665
+326
| +96% | +$20.6K | 0.02% | 966 |
|
2025
Q1 | $23K | Buy |
339
+9
| +3% | +$611 | 0.02% | 1159 |
|
2024
Q4 | $19K | Buy |
330
+13
| +4% | +$748 | 0.01% | 1231 |
|
2024
Q3 | $20K | Sell |
317
-8
| -2% | -$505 | 0.01% | 1217 |
|
2024
Q2 | $17K | Sell |
325
-6
| -2% | -$314 | 0.01% | 1270 |
|
2024
Q1 | $14K | Sell |
331
-6
| -2% | -$254 | 0.01% | 1356 |
|
2023
Q4 | $17K | Buy |
337
+6
| +2% | +$303 | 0.01% | 1264 |
|
2023
Q3 | $14K | Sell |
331
-224
| -40% | -$9.47K | 0.01% | 1280 |
|
2023
Q2 | $26K | Buy |
555
+257
| +86% | +$12K | 0.02% | 1032 |
|
2023
Q1 | $13K | Sell |
298
-39
| -12% | -$1.7K | 0.01% | 1199 |
|
2022
Q4 | $15K | Buy |
337
+12
| +4% | +$534 | 0.01% | 1145 |
|
2022
Q3 | $13K | Sell |
325
-16
| -5% | -$640 | 0.01% | 1168 |
|
2022
Q2 | $18K | Sell |
341
-15
| -4% | -$792 | 0.01% | 1003 |
|
2022
Q1 | $22K | Buy |
356
+94
| +36% | +$5.81K | 0.01% | 1039 |
|
2021
Q4 | $13K | Buy |
+262
| New | +$13K | 0.02% | 957 |
|