EverSource Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | $180K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $40.8K | Buy |
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|
2024
Q2 | $33K | Buy |
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|
2024
Q1 | $22.3K | Sell |
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|
2023
Q4 | $25.3K | Buy |
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|
2023
Q3 | $19.2K | Sell |
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|
2023
Q2 | $23.8K | Buy |
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|
2023
Q1 | $20.9K | Sell |
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|
2022
Q4 | $22.6K | Buy |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $4K | Buy |
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