Laffer Tengler Investments’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 |
-1,778
| Closed | -$91.1K | – | 340 |
|
|
2024
Q2 | $91.1K | Hold |
1,778
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $77.4K | Hold |
1,778
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $88.6K | Hold |
1,778
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $74.9K | Buy |
+1,778
| New | +$74.9K | 0.02% | 190 |
|
|
2016
Q4 | – | Sell |
-17,439
| Closed | -$1.23M | – | 289 |
|
|
2016
Q3 | $1.23M | Hold |
17,439
| – | – | 0.34% | 114 |
|
|
2016
Q2 | $1.27M | Buy |
+17,439
| New | +$1.27M | 0.36% | 108 |
|