Lee Financial’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-42
| Closed | -$1.79K | – | 932 |
|
|
2023
Q3 | $1.79K | Hold |
42
| – | – | ﹤0.01% | 707 |
|
|
2023
Q2 | $2.01K | Buy |
+42
| New | +$2.01K | ﹤0.01% | 663 |
|
|
2022
Q4 | – | Sell |
-9
| Closed | – | – | 994 |
|
|
2022
Q3 | $0 | Sell |
9
-95
| -91% | – | ﹤0.01% | 1029 |
|
|
2022
Q2 | $5K | Sell |
104
-49
| -32% | -$2.36K | ﹤0.01% | 571 |
|
|
2022
Q1 | $9K | Sell |
153
-1,435
| -90% | -$84.4K | ﹤0.01% | 458 |
|
|
2021
Q4 | $81K | Buy |
1,588
+1,449
| +1,042% | +$73.9K | 0.02% | 208 |
|
|
2021
Q3 | $8K | Buy |
139
+72
| +107% | +$4.14K | ﹤0.01% | 454 |
|
|
2021
Q2 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 489 |
|
|
2019
Q1 | – | Sell |
-58
| Closed | -$3K | – | 557 |
|
|
2018
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 406 |
|
|
2018
Q3 | $3K | Sell |
58
-236
| -80% | -$12.2K | ﹤0.01% | 444 |
|
|
2018
Q2 | $17K | Hold |
294
| – | – | ﹤0.01% | 383 |
|
|
2018
Q1 | $15K | Buy |
+294
| New | +$15K | ﹤0.01% | 408 |
|