D.J. St. Germain’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Buy |
300
+150
| +100% | +$9.47K | ﹤0.01% | 591 |
|
|
2025
Q1 | $10.3K | Sell |
150
-300
| -67% | -$20.6K | ﹤0.01% | 560 |
|
|
2024
Q4 | $26.5K | Buy |
+450
| New | +$26.5K | ﹤0.01% | 493 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 854 |
|
|
2023
Q4 | – | Sell |
-235
| Closed | -$9.9K | – | 827 |
|
|
2023
Q3 | $9.9K | Hold |
235
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $11.1K | Buy |
+235
| New | +$11.1K | ﹤0.01% | 527 |
|
|
2022
Q4 | $10.6K | Buy |
+235
| New | +$10.6K | ﹤0.01% | 283 |
|