Crewe Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | -$257 | – | 806 |
|
|
2024
Q3 | $257 | Buy |
+4
| New | +$257 | ﹤0.01% | 685 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$473 | – | 917 |
|
|
2023
Q2 | $473 | Sell |
10
-72
| -88% | -$3.41K | ﹤0.01% | 633 |
|
|
2023
Q1 | $3.56K | Hold |
82
| – | – | ﹤0.01% | 671 |
|
|
2022
Q4 | $3.69K | Sell |
82
-390
| -83% | -$17.6K | ﹤0.01% | 733 |
|
|
2022
Q3 | $19K | Buy |
472
+33
| +8% | +$1.33K | ﹤0.01% | 484 |
|
|
2022
Q2 | $23K | Buy |
439
+220
| +100% | +$11.5K | 0.01% | 398 |
|
|
2022
Q1 | $14K | Hold |
219
| – | – | ﹤0.01% | 337 |
|
|
2021
Q4 | $11K | Hold |
219
| – | – | ﹤0.01% | 315 |
|
|
2021
Q3 | $12K | Hold |
219
| – | – | ﹤0.01% | 254 |
|
|
2021
Q2 | $13K | Hold |
219
| – | – | ﹤0.01% | 259 |
|
|
2021
Q1 | $12K | Hold |
219
| – | – | ﹤0.01% | 270 |
|
|
2020
Q4 | $11K | Buy |
+219
| New | +$11K | ﹤0.01% | 256 |
|