L.J. Altfest & Co’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,784
| Closed | -$276K | – | 229 |
|
|
2019
Q4 | $276K | Buy |
+4,784
| New | +$276K | 0.07% | 155 |
|
|
2017
Q2 | – | Sell |
-23,729
| Closed | -$1.54M | – | 160 |
|
|
2017
Q1 | $1.54M | Buy |
23,729
+397
| +2% | +$25.8K | 0.61% | 46 |
|
|
2016
Q4 | $1.46M | Buy |
+23,332
| New | +$1.46M | 0.73% | 41 |
|