HHM Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91K | Hold |
46
| – | – | ﹤0.01% | 734 |
|
|
2025
Q1 | $3.16K | Hold |
46
| – | – | ﹤0.01% | 709 |
|
|
2024
Q4 | $2.71K | Buy |
+46
| New | +$2.71K | ﹤0.01% | 723 |
|
|
2024
Q2 | – | Sell |
-263
| Closed | -$11.5K | – | 864 |
|
|
2024
Q1 | $11.5K | Hold |
263
| – | – | ﹤0.01% | 496 |
|
|
2023
Q4 | $13.1K | Hold |
263
| – | – | ﹤0.01% | 471 |
|
|
2023
Q3 | $11.1K | Hold |
263
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $12.4K | Hold |
263
| – | – | ﹤0.01% | 488 |
|
|
2023
Q1 | $11.4K | Buy |
263
+52
| +25% | +$2.25K | ﹤0.01% | 495 |
|
|
2022
Q4 | $9.51K | Sell |
211
-17
| -7% | -$766 | ﹤0.01% | 458 |
|
|
2022
Q3 | $9K | Buy |
228
+132
| +138% | +$5.21K | ﹤0.01% | 462 |
|
|
2022
Q2 | $7K | Buy |
+96
| New | +$7K | ﹤0.01% | 601 |
|