Evoke Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,110
| Closed | -$45K | – | 1127 |
|
|
2022
Q3 | $45K | Hold |
1,110
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $58K | Buy |
1,110
+4
| +0.4% | +$209 | ﹤0.01% | 497 |
|
|
2022
Q1 | $69K | Buy |
1,106
+26
| +2% | +$1.62K | ﹤0.01% | 478 |
|
|
2021
Q4 | $56K | Sell |
1,080
-354
| -25% | -$18.4K | ﹤0.01% | 514 |
|
|
2021
Q3 | $79K | Buy |
1,434
+354
| +33% | +$19.5K | ﹤0.01% | 457 |
|
|
2021
Q2 | $62K | Sell |
1,080
-36
| -3% | -$2.07K | ﹤0.01% | 502 |
|
|
2021
Q1 | $60K | Buy |
1,116
+38
| +4% | +$2.04K | ﹤0.01% | 432 |
|
|
2020
Q4 | $53K | Buy |
1,078
+176
| +20% | +$8.65K | ﹤0.01% | 372 |
|
|
2020
Q3 | $38K | Sell |
902
-6
| -0.7% | -$253 | ﹤0.01% | 393 |
|
|
2020
Q2 | $34K | Buy |
908
+51
| +6% | +$1.91K | ﹤0.01% | 396 |
|
|
2020
Q1 | $23.7K | Sell |
857
-1,509
| -64% | -$41.7K | ﹤0.01% | 419 |
|
|
2019
Q4 | $139K | Sell |
2,366
-295
| -11% | -$17.3K | 0.02% | 282 |
|
|
2019
Q3 | $196K | Buy |
+2,661
| New | +$196K | 0.02% | 259 |
|