Investment Research & Advisory Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-383
| Closed | -$20K | – | 200 |
|
|
2021
Q4 | $20K | Hold |
383
| – | – | 0.01% | 133 |
|
|
2021
Q3 | $21K | Hold |
383
| – | – | 0.01% | 120 |
|
|
2021
Q2 | $22K | Hold |
383
| – | – | 0.01% | 125 |
|
|
2021
Q1 | $20K | Hold |
383
| – | – | 0.01% | 118 |
|
|
2020
Q4 | $19K | Hold |
383
| – | – | 0.01% | 119 |
|
|
2020
Q3 | $16K | Hold |
383
| – | – | 0.01% | 121 |
|
|
2020
Q2 | $14K | Hold |
383
| – | – | 0.01% | 124 |
|
|
2020
Q1 | $10K | Hold |
383
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $22K | Buy |
+383
| New | +$22K | 0.02% | 130 |
|