JFS Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
3,701
+1,200
| +48% | +$75.8K | 0.01% | 283 |
|
|
2025
Q1 | $172K | Hold |
2,501
| – | – | 0.01% | 318 |
|
|
2024
Q4 | $147K | Hold |
2,501
| – | – | 0.01% | 322 |
|
|
2024
Q3 | $160K | Buy |
2,501
+2,500
| +250,000% | +$160K | 0.01% | 316 |
|
|
2024
Q2 | $52 | Sell |
1
-4
| -80% | -$208 | ﹤0.01% | 1956 |
|
|
2024
Q1 | $218 | Sell |
5
-15
| -75% | -$654 | ﹤0.01% | 1888 |
|
|
2023
Q4 | $997 | Buy |
+20
| New | +$997 | ﹤0.01% | 1660 |
|
|
2021
Q4 | – | Sell |
-185
| Closed | -$10K | – | 1896 |
|
|
2021
Q3 | $10K | Hold |
185
| – | – | ﹤0.01% | 648 |
|
|
2021
Q2 | $11K | Buy |
+185
| New | +$11K | ﹤0.01% | 437 |
|
|
2018
Q4 | – | Sell |
-54
| Closed | -$3K | – | 540 |
|
|
2018
Q3 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 489 |
|