Israel Discount Bank of New York’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-85
| Closed | -$5K | – | 354 |
|
2019
Q1 | $5K | Buy |
85
+25
| +42% | +$1.47K | ﹤0.01% | 404 |
|
2018
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 411 |
|
2018
Q3 | $3K | Sell |
60
-680
| -92% | -$34K | ﹤0.01% | 419 |
|
2018
Q2 | $42K | Hold |
740
| – | – | 0.03% | 304 |
|
2018
Q1 | $37K | Hold |
740
| – | – | 0.02% | 322 |
|
2017
Q4 | $44K | Buy |
740
+100
| +16% | +$5.95K | 0.03% | 298 |
|
2017
Q3 | $42K | Hold |
640
| – | – | 0.03% | 296 |
|
2017
Q2 | $44K | Hold |
640
| – | – | 0.04% | 280 |
|
2017
Q1 | $42K | Buy |
640
+215
| +51% | +$14.1K | 0.03% | 291 |
|
2016
Q4 | $27K | Buy |
+425
| New | +$27K | 0.02% | 377 |
|