CSat Investment Advisory’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $37K | Buy |
686
+44
| +7% | +$2.37K | 0.03% | 269 |
|
|
2020
Q4 | $31K | Sell |
642
-855
| -57% | -$41.3K | 0.03% | 258 |
|
|
2020
Q3 | $63K | Buy |
1,497
+10
| +0.7% | +$421 | 0.01% | 636 |
|
|
2020
Q2 | $54K | Buy |
1,487
+442
| +42% | +$16.1K | 0.01% | 669 |
|
|
2020
Q1 | $28K | Buy |
1,045
+89
| +9% | +$2.39K | 0.01% | 667 |
|
|
2019
Q4 | $55K | Buy |
956
+256
| +37% | +$14.7K | 0.01% | 606 |
|
|
2019
Q3 | $51K | Buy |
700
+18
| +3% | +$1.31K | 0.02% | 536 |
|
|
2019
Q2 | $46K | Buy |
682
+471
| +223% | +$31.8K | 0.02% | 578 |
|
|
2019
Q1 | $13K | Buy |
211
+30
| +17% | +$1.85K | 0.01% | 402 |
|
|
2018
Q4 | $11K | Buy |
181
+13
| +8% | +$790 | 0.01% | 399 |
|
|
2018
Q3 | $9K | Buy |
168
+7
| +4% | +$375 | 0.01% | 391 |
|
|
2018
Q2 | $9K | Buy |
+161
| New | +$9K | ﹤0.01% | 379 |
|