Doyle Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-64,900
| Closed | -$3.75M | – | 216 |
|
|
2019
Q4 | $3.75M | Sell |
64,900
-1,591
| -2% | -$91.9K | 0.47% | 47 |
|
|
2019
Q3 | $4.86M | Sell |
66,491
-342
| -0.5% | -$25K | 0.67% | 44 |
|
|
2019
Q2 | $4.57M | Buy |
66,833
+132
| +0.2% | +$9.02K | 0.63% | 45 |
|
|
2019
Q1 | $4.17M | Buy |
66,701
+1,283
| +2% | +$80.2K | 0.61% | 45 |
|
|
2018
Q4 | $3.83M | Sell |
65,418
-1,089
| -2% | -$63.8K | 0.65% | 43 |
|
|
2018
Q3 | $3.62M | Sell |
66,507
-2,032
| -3% | -$111K | 0.56% | 45 |
|
|
2018
Q2 | $3.9M | Sell |
68,539
-1,521
| -2% | -$86.6K | 0.64% | 46 |
|
|
2018
Q1 | $3.47M | Sell |
70,060
-999
| -1% | -$49.5K | 0.58% | 44 |
|
|
2017
Q4 | $4.26M | Sell |
71,059
-506
| -0.7% | -$30.4K | 0.72% | 43 |
|
|
2017
Q3 | $4.66M | Sell |
71,565
-50,314
| -41% | -$3.28M | 0.82% | 41 |
|
|
2017
Q2 | $8.47M | Buy |
121,879
+46,169
| +61% | +$3.21M | 1.57% | 28 |
|
|
2017
Q1 | $4.92M | Buy |
+75,710
| New | +$4.92M | 1% | 37 |
|