Gerstein Fisher’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $548K | Buy |
7,759
+108
| +1% | +$7.63K | 0.07% | 234 |
|
|
2016
Q2 | $557K | Buy |
7,651
+1,701
| +29% | +$124K | 0.07% | 222 |
|
|
2016
Q1 | $375K | Hold |
5,950
| – | – | 0.05% | 269 |
|
|
2015
Q4 | $336K | Sell |
5,950
-226
| -4% | -$12.8K | 0.05% | 287 |
|
|
2015
Q3 | $346K | Buy |
6,176
+727
| +13% | +$40.7K | 0.05% | 289 |
|
|
2015
Q2 | $386K | Sell |
5,449
-19
| -0.3% | -$1.35K | 0.06% | 275 |
|
|
2015
Q1 | $456K | Buy |
5,468
+86
| +2% | +$7.17K | 0.08% | 245 |
|
|
2014
Q4 | $450K | Buy |
+5,382
| New | +$450K | 0.07% | 239 |
|