Fiduciary Financial Services of The Southwest’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $978K | Sell |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $962K | Sell |
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|
2018
Q3 | $984K | Sell |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.78M | Sell |
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|
2017
Q3 | $2.05M | Buy |
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|
2017
Q2 | $2.17M | Sell |
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|
2017
Q1 | $2.05M | Sell |
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|
2016
Q4 | $2.06M | Sell |
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|
2016
Q3 | $2.35M | Buy |
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|
2016
Q2 | $2.42M | Buy |
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|
2016
Q1 | $1.59M | Buy |
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|
2015
Q4 | $763K | Buy |
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|
2015
Q3 | $721K | Buy |
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|
2015
Q2 | $732K | Sell |
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|
2015
Q1 | $887K | Buy |
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|
2014
Q4 | $854K | Buy |
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|
2014
Q3 | $729K | Buy |
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|
2014
Q2 | $738K | Hold |
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|
2014
Q1 | $697K | Sell |
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|
2013
Q4 | $726K | Sell |
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|
2013
Q3 | $922K | Sell |
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|
2013
Q2 | $1.05M | Buy |
|