Heritage Wealth Management (Arizona)’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $72.1K | Buy |
1,600
+765
| +92% | +$34.5K | 0.01% | 457 |
|
|
2022
Q3 | $34K | Sell |
835
-197
| -19% | -$8.02K | 0.01% | 457 |
|
|
2022
Q2 | $53.1K | Hold |
1,032
| – | – | 0.02% | 410 |
|
|
2022
Q1 | $64K | Buy |
+1,032
| New | +$64K | 0.02% | 436 |
|
|
2021
Q3 | $80K | Sell |
1,449
-376
| -21% | -$20.8K | 0.03% | 380 |
|
|
2021
Q2 | $104K | Buy |
+1,825
| New | +$104K | 0.04% | 333 |
|