Lenox Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Buy |
32
+15
| +88% | +$938 | ﹤0.01% | 672 |
|
|
2021
Q4 | $1K | Buy |
17
+16
| +1,600% | +$941 | ﹤0.01% | 923 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 799 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 803 |
|
|
2021
Q1 | – | Sell |
-171
| Closed | -$8K | – | 764 |
|
|
2020
Q4 | $8K | Buy |
+171
| New | +$8K | ﹤0.01% | 455 |
|
|
2020
Q1 | – | Sell |
-310
| Closed | -$18K | – | 940 |
|
|
2019
Q4 | $18K | Buy |
310
+6
| +2% | +$348 | ﹤0.01% | 353 |
|
|
2019
Q3 | $22K | Buy |
+304
| New | +$22K | ﹤0.01% | 289 |
|