Davidson Investment Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-471
| Closed | -$32K | – | 188 |
|
|
2017
Q2 | $32K | Hold |
471
| – | – | ﹤0.01% | 146 |
|
|
2017
Q1 | $30K | Hold |
471
| – | – | ﹤0.01% | 152 |
|
|
2016
Q4 | $29K | Hold |
471
| – | – | ﹤0.01% | 154 |
|
|
2016
Q3 | $33K | Hold |
471
| – | – | 0.01% | 138 |
|
|
2016
Q2 | $34K | Hold |
471
| – | – | 0.01% | 136 |
|
|
2016
Q1 | $29K | Buy |
+471
| New | +$29K | ﹤0.01% | 171 |
|