Guardian Investor Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $167K | Buy |
2,000
+221
| +12% | +$18.5K | 0.13% | 188 |
|
|
2014
Q4 | $146K | Sell |
1,779
-49
| -3% | -$4.02K | 0.12% | 220 |
|
|
2014
Q3 | $129K | Sell |
1,828
-89
| -5% | -$6.28K | 0.1% | 229 |
|
|
2014
Q2 | $140K | Sell |
1,917
-69
| -3% | -$5.04K | 0.11% | 225 |
|
|
2014
Q1 | $137K | Sell |
1,986
-71
| -3% | -$4.9K | 0.11% | 228 |
|
|
2013
Q4 | $135K | Hold |
2,057
| – | – | 0.1% | 227 |
|
|
2013
Q3 | $144K | Sell |
2,057
-20
| -1% | -$1.4K | 0.12% | 200 |
|
|
2013
Q2 | $165K | Buy |
+2,077
| New | +$165K | 0.14% | 168 |
|