Evolution Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-97
| Closed | -$5K | – | 624 |
|
|
2021
Q3 | $5K | Hold |
97
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $6K | Hold |
97
| – | – | ﹤0.01% | 488 |
|
|
2021
Q1 | $5K | Hold |
97
| – | – | ﹤0.01% | 538 |
|
|
2020
Q4 | $5K | Hold |
97
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $4K | Hold |
97
| – | – | ﹤0.01% | 475 |
|
|
2020
Q2 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 409 |
|
|
2020
Q1 | – | Sell |
-57
| Closed | -$3K | – | 643 |
|
|
2019
Q4 | $3K | Buy |
57
+5
| +10% | +$263 | ﹤0.01% | 535 |
|
|
2019
Q3 | $4K | Buy |
52
+15
| +41% | +$1.15K | ﹤0.01% | 332 |
|
|
2019
Q2 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 370 |
|