Dean Investment Associates’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,041
| Closed | -$495K | – | 239 |
|
|
2014
Q4 | $495K | Buy |
6,041
+523
| +9% | +$42.9K | 0.11% | 172 |
|
|
2014
Q3 | $390K | Sell |
5,518
-19
| -0.3% | -$1.34K | 0.09% | 217 |
|
|
2014
Q2 | $405K | Sell |
5,537
-118
| -2% | -$8.63K | 0.09% | 215 |
|
|
2014
Q1 | $391K | Buy |
+5,655
| New | +$391K | 0.09% | 213 |
|