GJWM
Gilliland Jeter Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
3,323
| – | – | 0.07% | 169 |
|
|
2025
Q1 | $229K | Buy |
+3,323
| New | +$229K | 0.08% | 160 |
|
|
2024
Q4 | – | Sell |
-3,323
| Closed | -$213K | – | 625 |
|
|
2024
Q3 | $213K | Hold |
3,323
| – | – | 0.07% | 166 |
|
|
2024
Q2 | $170K | Sell |
3,323
-433
| -12% | -$22.2K | 0.06% | 174 |
|
|
2024
Q1 | $164K | Buy |
+3,756
| New | +$164K | 0.06% | 179 |
|