ICA Group Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.28K | Sell |
25
-1,913
| -99% | -$98.1K | ﹤0.01% | 714 |
|
2024
Q1 | $84.4K | Buy |
1,938
+1
| +0.1% | +$44 | 0.02% | 441 |
|
2023
Q4 | $96.5K | Buy |
+1,937
| New | +$96.5K | 0.02% | 361 |
|
2023
Q3 | – | Sell |
-1,935
| Closed | -$91.5K | – | 1216 |
|
2023
Q2 | $91.5K | Buy |
1,935
+1
| +0.1% | +$47 | 0.02% | 351 |
|
2023
Q1 | $83.8K | Buy |
1,934
+122
| +7% | +$5.29K | 0.02% | 367 |
|
2022
Q4 | $81.6K | Buy |
+1,812
| New | +$81.6K | 0.02% | 407 |
|