Johnson Midwest Financial’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $24.4K | Buy |
580
+6
| +1% | +$253 | 0.05% | 123 |
|
2023
Q2 | $27.1K | Buy |
574
+6
| +1% | +$284 | 0.02% | 122 |
|
2023
Q1 | $24.6K | Buy |
568
+5
| +0.9% | +$217 | 0.04% | 132 |
|
2022
Q4 | $25K | Buy |
563
+7
| +1% | +$311 | 0.09% | 124 |
|
2022
Q3 | $22 | Buy |
556
+5
| +0.9% | – | 0.08% | 131 |
|
2022
Q2 | $28K | Buy |
551
+4
| +0.7% | +$203 | 0.04% | 110 |
|
2022
Q1 | $34K | Buy |
547
+4
| +0.7% | +$249 | 0.05% | 99 |
|
2021
Q4 | $28K | Buy |
543
+5
| +0.9% | +$258 | 0.02% | 117 |
|
2021
Q3 | $30K | Buy |
538
+4
| +0.7% | +$223 | 0.02% | 116 |
|
2021
Q2 | $31K | Buy |
534
+4
| +0.8% | +$232 | 0.03% | 113 |
|
2021
Q1 | $28K | Buy |
530
+5
| +1% | +$264 | 0.03% | 115 |
|
2020
Q4 | $26K | Buy |
+525
| New | +$26K | 0.02% | 119 |
|