Financial Gravity Asset Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.38K | Buy |
+20
| New | +$1.38K | ﹤0.01% | 853 |
|
|
2024
Q2 | $1.03K | Sell |
20
-32
| -62% | -$1.64K | ﹤0.01% | 817 |
|
|
2024
Q1 | $2.39K | Buy |
52
+32
| +160% | +$1.47K | ﹤0.01% | 1039 |
|
|
2023
Q4 | $997 | Buy |
+20
| New | +$997 | ﹤0.01% | 1047 |
|
|
2023
Q3 | – | Sell |
-47
| Closed | -$1.05K | – | 1778 |
|
|
2023
Q2 | $1.05K | Buy |
+47
| New | +$1.05K | ﹤0.01% | 800 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$902 | – | 1678 |
|
|
2022
Q4 | $902 | Buy |
+45
| New | +$902 | ﹤0.01% | 688 |
|
|
2020
Q1 | – | Hold |
0
| – | -$58K | – | 1390 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 564 |
|
|
2019
Q3 | $0 | Sell |
1
-15
| -94% | – | ﹤0.01% | 1615 |
|
|
2019
Q2 | $1K | Sell |
16
-58
| -78% | -$3.63K | ﹤0.01% | 1145 |
|
|
2019
Q1 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 705 |
|
|
2018
Q3 | $5K | Sell |
90
-105
| -54% | -$5.83K | 0.01% | 748 |
|
|
2018
Q2 | $11K | Buy |
195
+104
| +114% | +$5.87K | 0.01% | 557 |
|
|
2018
Q1 | $5K | Buy |
+91
| New | +$5K | 0.01% | 753 |
|