Lake Street Advisors Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $221K | Sell |
3,716
-175
| -4% | -$10.4K | 0.01% | 537 |
|
|
2024
Q3 | $250K | Buy |
+3,891
| New | +$250K | 0.01% | 508 |
|
|
2018
Q3 | – | Sell |
-14,863
| Closed | -$846K | – | 313 |
|
|
2018
Q2 | $846K | Buy |
+14,863
| New | +$846K | 0.08% | 99 |
|
|
2018
Q1 | – | Sell |
-5,925
| Closed | -$356K | – | 353 |
|
|
2017
Q4 | $356K | Buy |
+5,925
| New | +$356K | 0.04% | 183 |
|