EverSource Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
3,255
+638
| +24% | +$40.3K | 0.01% | 844 |
|
|
2025
Q1 | $180K | Sell |
2,617
-2,650
| -50% | -$182K | 0.01% | 695 |
|
|
2024
Q4 | $310K | Buy |
5,267
+4,630
| +727% | +$273K | 0.02% | 494 |
|
|
2024
Q3 | $40.8K | Buy |
637
+30
| +5% | +$1.92K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $33K | Buy |
607
+104
| +21% | +$5.66K | ﹤0.01% | 1282 |
|
|
2024
Q1 | $22.3K | Sell |
503
-5
| -1% | -$221 | ﹤0.01% | 1315 |
|
|
2023
Q4 | $25.3K | Buy |
508
+53
| +12% | +$2.64K | ﹤0.01% | 1137 |
|
|
2023
Q3 | $19.2K | Sell |
455
-49
| -10% | -$2.06K | ﹤0.01% | 1140 |
|
|
2023
Q2 | $23.8K | Buy |
504
+23
| +5% | +$1.09K | ﹤0.01% | 1085 |
|
|
2023
Q1 | $20.9K | Sell |
481
-21
| -4% | -$910 | ﹤0.01% | 1070 |
|
|
2022
Q4 | $22.6K | Buy |
502
+183
| +57% | +$8.24K | ﹤0.01% | 1026 |
|
|
2022
Q3 | $13K | Buy |
319
+59
| +23% | +$2.4K | ﹤0.01% | 1057 |
|
|
2022
Q2 | $13K | Hold |
260
| – | – | ﹤0.01% | 972 |
|
|
2022
Q1 | $16K | Buy |
260
+171
| +192% | +$10.5K | ﹤0.01% | 801 |
|
|
2021
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 1369 |
|