Lake Point Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $20K | Hold |
388
| – | – | 0.01% | 118 |
|
|
2022
Q1 | $24K | Hold |
388
| – | – | 0.01% | 104 |
|
|
2021
Q4 | $20K | Hold |
388
| – | – | 0.01% | 120 |
|
|
2021
Q3 | $21K | Hold |
388
| – | – | 0.01% | 106 |
|
|
2021
Q2 | $22K | Buy |
+388
| New | +$22K | 0.01% | 113 |
|
|
2020
Q1 | $12K | Sell |
461
-300
| -39% | -$7.81K | 0.01% | 101 |
|
|
2019
Q4 | $44K | Buy |
+761
| New | +$44K | 0.01% | 125 |
|
|
2019
Q2 | $56K | Hold |
814
| – | – | 0.02% | 125 |
|
|
2019
Q1 | $56K | Sell |
814
-6,777
| -89% | -$466K | 0.02% | 125 |
|
|
2018
Q4 | $445K | Buy |
+7,591
| New | +$445K | 0.17% | 91 |
|