ERTS Wealth Advisors’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 |
-5,275
| Closed | -$305K | – | 94 |
|
|
2019
Q4 | $305K | Sell |
5,275
-210
| -4% | -$12.1K | 0.14% | 65 |
|
|
2019
Q3 | $401K | Sell |
5,485
-377
| -6% | -$27.6K | 0.2% | 48 |
|
|
2019
Q2 | $401K | Sell |
5,862
-1,430
| -20% | -$97.8K | 0.22% | 52 |
|
|
2019
Q1 | $465K | Sell |
7,292
-1,766
| -19% | -$113K | 0.28% | 47 |
|
|
2018
Q4 | $531K | Buy |
+9,058
| New | +$531K | 0.38% | 39 |
|