Kovack Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,223
| Closed | -$207K | – | 639 |
|
|
2024
Q3 | $207K | Buy |
+3,223
| New | +$207K | 0.02% | 537 |
|
|
2022
Q2 | – | Sell |
-3,883
| Closed | -$239K | – | 715 |
|
|
2022
Q1 | $239K | Buy |
+3,883
| New | +$239K | 0.02% | 605 |
|
|
2021
Q4 | – | Sell |
-3,876
| Closed | -$214K | – | 740 |
|
|
2021
Q3 | $214K | Buy |
3,876
+3
| +0.1% | +$166 | 0.02% | 637 |
|
|
2021
Q2 | $221K | Buy |
3,873
+3
| +0.1% | +$171 | 0.03% | 611 |
|
|
2021
Q1 | $206K | Sell |
3,870
-234
| -6% | -$12.5K | 0.03% | 578 |
|
|
2020
Q4 | $201K | Buy |
+4,104
| New | +$201K | 0.03% | 523 |
|
|
2020
Q1 | – | Sell |
-3,833
| Closed | -$221K | – | 541 |
|
|
2019
Q4 | $221K | Buy |
+3,833
| New | +$221K | 0.04% | 428 |
|
|
2019
Q2 | – | Sell |
-3,181
| Closed | -$203K | – | 477 |
|
|
2019
Q1 | $203K | Buy |
+3,181
| New | +$203K | 0.05% | 382 |
|