JOYN Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-1,275
| Closed | -$75K | – | 1385 |
|
2018
Q4 | $75K | Buy |
1,275
+132
| +12% | +$7.77K | 0.02% | 242 |
|
2018
Q3 | $62K | Buy |
1,143
+11
| +1% | +$597 | 0.01% | 343 |
|
2018
Q2 | $64K | Buy |
1,132
+1,079
| +2,036% | +$61K | 0.01% | 330 |
|
2018
Q1 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 1007 |
|