Jupiter Investment Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,059
| Closed | -$588K | – | 518 |
|
|
2019
Q3 | $588K | Buy |
+8,059
| New | +$588K | 0.01% | 378 |
|
|
2017
Q1 | – | Sell |
-53,692
| Closed | -$3.36M | – | 481 |
|
|
2016
Q4 | $3.36M | Hold |
53,692
| – | – | 0.06% | 168 |
|
|
2016
Q3 | $3.79M | Buy |
+53,692
| New | +$3.79M | 0.07% | 181 |
|
|
2015
Q3 | – | Sell |
-15,500
| Closed | -$1.1M | – | 410 |
|
|
2015
Q2 | $1.1M | Buy |
+15,500
| New | +$1.1M | 0.03% | 173 |
|
|
2014
Q3 | – | Sell |
-21,717
| Closed | -$1.59M | – | 405 |
|
|
2014
Q2 | $1.59M | Buy |
21,717
+15,149
| +231% | +$1.11M | 0.09% | 189 |
|
|
2014
Q1 | $454K | Buy |
+6,568
| New | +$454K | 0.03% | 279 |
|