Jamison Private 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
Q4 | – | Sell |
-496
| Closed | -$31.8K | – | 477 |
|
|
2024
Q3 | $31.8K | Buy |
496
+1
| +0.2% | +$64 | ﹤0.01% | 272 |
|
|
2024
Q2 | $25.4K | Buy |
495
+2
| +0.4% | +$102 | ﹤0.01% | 283 |
|
|
2024
Q1 | $21.5K | Sell |
493
-2,595
| -84% | -$113K | ﹤0.01% | 294 |
|
|
2023
Q4 | $154K | Sell |
3,088
-370
| -11% | -$18.4K | 0.03% | 183 |
|
|
2023
Q3 | $146K | Buy |
+3,458
| New | +$146K | 0.03% | 175 |
|