Creative Financial Designs’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2K | Hold |
668
| – | – | ﹤0.01% | 923 |
|
|
2025
Q1 | $45.9K | Buy |
668
+5
| +0.8% | +$344 | ﹤0.01% | 853 |
|
|
2024
Q4 | $39K | Hold |
663
| – | – | ﹤0.01% | 875 |
|
|
2024
Q3 | $42.5K | Sell |
663
-236
| -26% | -$15.1K | ﹤0.01% | 824 |
|
|
2024
Q2 | $46.1K | Sell |
899
-34
| -4% | -$1.74K | ﹤0.01% | 767 |
|
|
2024
Q1 | $40.6K | Buy |
933
+285
| +44% | +$12.4K | ﹤0.01% | 779 |
|
|
2023
Q4 | $32.3K | Buy |
648
+18
| +3% | +$897 | ﹤0.01% | 789 |
|
|
2023
Q3 | $26.5K | Buy |
+630
| New | +$26.5K | ﹤0.01% | 791 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 664 |
|
|
2018
Q4 | – | Sell |
-321
| Closed | -$17K | – | 766 |
|
|
2018
Q3 | $17K | Hold |
321
| – | – | 0.01% | 362 |
|
|
2018
Q2 | $18K | Sell |
321
-94
| -23% | -$5.27K | 0.01% | 380 |
|
|
2018
Q1 | $21K | Buy |
+415
| New | +$21K | 0.01% | 322 |
|
|
2017
Q3 | – | Sell |
-156
| Closed | -$11K | – | 825 |
|
|
2017
Q2 | $11K | Buy |
+156
| New | +$11K | 0.01% | 405 |
|
|
2017
Q1 | – | Sell |
-33
| Closed | -$2K | – | 863 |
|
|
2016
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 614 |
|