HBC 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
Q4 | $19K | Hold |
325
| – | – | 0.01% | 96 |
|
|
2024
Q3 | $21K | Buy |
325
+2
| +0.6% | +$129 | 0.01% | 100 |
|
|
2024
Q2 | $17K | Buy |
323
+1
| +0.3% | +$53 | 0.01% | 99 |
|
|
2024
Q1 | $14K | Buy |
322
+105
| +48% | +$4.57K | 0.01% | 103 |
|
|
2023
Q4 | $10K | Buy |
217
+2
| +0.9% | +$92 | 0.01% | 112 |
|
|
2023
Q3 | $9K | Hold |
215
| – | – | 0.01% | 116 |
|
|
2023
Q2 | $10K | Buy |
215
+2
| +0.9% | +$93 | 0.01% | 109 |
|
|
2023
Q1 | $9K | Buy |
213
+4
| +2% | +$169 | 0.01% | 134 |
|
|
2022
Q4 | $9K | Sell |
209
-1,291
| -86% | -$55.6K | 0.01% | 117 |
|
|
2022
Q3 | $56K | Buy |
1,500
+1,295
| +632% | +$48.3K | 0.05% | 52 |
|
|
2022
Q2 | $10K | Buy |
+205
| New | +$10K | 0.01% | 123 |
|