InceptionR’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,942
| Closed | -$821K | – | 864 |
|
2025
Q1 | $821K | Sell |
11,942
-18,367
| -61% | -$1.26M | 0.25% | 153 |
|
2024
Q4 | $1.78M | Buy |
30,309
+21,415
| +241% | +$1.26M | 0.4% | 42 |
|
2024
Q3 | $566K | Buy |
+8,894
| New | +$566K | 0.14% | 285 |
|
2024
Q2 | – | Sell |
-5,955
| Closed | -$259K | – | 874 |
|
2024
Q1 | $259K | Buy |
+5,955
| New | +$259K | 0.07% | 459 |
|