Kestra Private Wealth Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
12,621
-771
| -6% | -$48.7K | 0.01% | 830 |
|
|
2025
Q1 | $921K | Buy |
13,392
+846
| +7% | +$58.2K | 0.02% | 706 |
|
|
2024
Q4 | $739K | Buy |
12,546
+932
| +8% | +$54.9K | 0.01% | 755 |
|
|
2024
Q3 | $745K | Sell |
11,614
-929
| -7% | -$59.6K | 0.01% | 720 |
|
|
2024
Q2 | $643K | Sell |
12,543
-734
| -6% | -$37.6K | 0.01% | 731 |
|
|
2024
Q1 | $584K | Buy |
13,277
+938
| +8% | +$41.3K | 0.01% | 737 |
|
|
2023
Q4 | $621K | Buy |
+12,339
| New | +$621K | 0.02% | 659 |
|
|
2020
Q4 | – | Sell |
-12,122
| Closed | -$509K | – | 782 |
|
|
2020
Q3 | $509K | Buy |
+12,122
| New | +$509K | 0.04% | 375 |
|