JFS Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
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|
2025
Q1 | $172K | Hold |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $52 | Sell |
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|
2024
Q1 | $218 | Sell |
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|
2023
Q4 | $997 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $11K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Buy |
|