First Personal Financial Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $193 | Buy |
+3
| New | +$193 | ﹤0.01% | 468 |
|
2019
Q4 | – | Sell |
-18
| Closed | -$1K | – | 578 |
|
2019
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 518 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 766 |
|
2018
Q4 | – | Hold |
0
| – | -$10K | – | 699 |
|
2018
Q3 | – | Hold |
0
| – | -$27K | – | 500 |
|
2018
Q2 | – | Hold |
0
| – | -$21K | – | 356 |
|
2018
Q1 | – | Hold |
0
| – | -$46K | – | 623 |
|
2017
Q4 | – | Hold |
0
| – | -$50K | – | 497 |
|
2017
Q3 | – | Hold |
0
| – | -$48K | – | 424 |
|
2017
Q2 | – | Hold |
0
| – | -$13K | – | 431 |
|
2017
Q1 | – | Hold |
0
| – | -$13K | – | 662 |
|
2016
Q4 | – | Hold |
0
| – | -$2K | – | 654 |
|
2016
Q3 | – | Hold |
0
| – | -$2K | – | 772 |
|
2016
Q2 | – | Hold |
0
| – | -$4K | – | 770 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 295 |
|
2015
Q4 | – | Hold |
0
| – | -$3K | – | 498 |
|
2015
Q3 | – | Hold |
0
| – | -$3K | – | 370 |
|
2015
Q2 | – | Hold |
0
| – | -$6K | – | 366 |
|
2015
Q1 | – | Hold |
0
| – | – | – | 314 |
|