Kelly Financial Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23
| Closed | -$1.18K | – | 753 |
|
|
2024
Q2 | $1.18K | Hold |
23
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $990 | Hold |
23
| – | – | ﹤0.01% | 669 |
|
|
2023
Q4 | $1.12K | Buy |
23
+1
| +5% | +$49 | ﹤0.01% | 644 |
|
|
2023
Q3 | $939 | Hold |
22
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $1.04K | Sell |
22
-52
| -70% | -$2.47K | ﹤0.01% | 602 |
|
|
2023
Q1 | $3.2K | Buy |
74
+52
| +236% | +$2.25K | ﹤0.01% | 475 |
|
|
2022
Q4 | $976 | Buy |
22
+1
| +5% | +$44 | ﹤0.01% | 569 |
|
|
2022
Q3 | $860 | Hold |
21
| – | – | ﹤0.01% | 583 |
|
|
2022
Q2 | $1.09K | Hold |
21
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $1.3K | Hold |
21
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $1.07K | Hold |
21
| – | – | ﹤0.01% | 586 |
|
|
2021
Q3 | $1.14K | Sell |
21
-1,153
| -98% | -$62.8K | ﹤0.01% | 563 |
|
|
2021
Q2 | $21K | Buy |
1,174
+1,154
| +5,770% | +$20.6K | ﹤0.01% | 547 |
|
|
2021
Q1 | $1.09K | Hold |
20
| – | – | ﹤0.01% | 545 |
|
|
2020
Q4 | $991 | Hold |
20
| – | – | ﹤0.01% | 517 |
|
|
2020
Q3 | $839 | Sell |
20
-26
| -57% | -$1.09K | ﹤0.01% | 501 |
|
|
2020
Q2 | $1.69K | Hold |
46
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $1.22K | Buy |
46
+1
| +2% | +$27 | ﹤0.01% | 436 |
|
|
2019
Q4 | $2.61K | Hold |
45
| – | – | ﹤0.01% | 383 |
|
|
2019
Q3 | $3.29K | Buy |
45
+25
| +125% | +$1.83K | ﹤0.01% | 343 |
|
|
2019
Q2 | $1.37K | Hold |
20
| – | – | ﹤0.01% | 405 |
|
|
2019
Q1 | $1.28K | Buy |
+20
| New | +$1.28K | ﹤0.01% | 410 |
|