Essex Private Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,791
| Closed | -$234K | – | 68 |
|
|
2020
Q4 | $234K | Sell |
4,791
-5,188
| -52% | -$253K | 0.23% | 58 |
|
|
2020
Q3 | $418K | Sell |
9,979
-608
| -6% | -$25.5K | 0.43% | 41 |
|
|
2020
Q2 | $387K | Buy |
10,587
+7
| +0.1% | +$256 | 0.45% | 43 |
|
|
2020
Q1 | $283K | Buy |
10,580
+165
| +2% | +$4.41K | 0.37% | 44 |
|
|
2019
Q4 | $601K | Buy |
+10,415
| New | +$601K | 0.61% | 34 |
|