Householder Group Estate & Retirement Specialist’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3K | Sell |
55
-3
| -5% | -$164 | ﹤0.01% | 466 |
|
|
2024
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 1012 |
|
|
2024
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q1 | $2.53K | Hold |
58
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q3 | $2.44K | Buy |
+58
| New | +$2.44K | ﹤0.01% | 1044 |
|
|
2023
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 1055 |
|
|
2022
Q4 | $2K | Sell |
58
-55
| -49% | -$1.9K | ﹤0.01% | 323 |
|
|
2022
Q3 | $4K | Buy |
+113
| New | +$4K | ﹤0.01% | 908 |
|