Lenox Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5K | Buy |
+141
| New | +$5K | ﹤0.01% | 536 |
|
|
2020
Q1 | – | Sell |
-127
| Closed | -$7K | – | 775 |
|
|
2019
Q4 | $7K | Hold |
127
| – | – | ﹤0.01% | 497 |
|
|
2019
Q3 | $9K | Hold |
127
| – | – | ﹤0.01% | 465 |
|
|
2019
Q2 | $8K | Hold |
127
| – | – | ﹤0.01% | 458 |
|
|
2019
Q1 | $8K | Sell |
127
-6,730
| -98% | -$424K | ﹤0.01% | 467 |
|
|
2018
Q4 | $242K | Buy |
6,857
+6,619
| +2,781% | +$234K | 0.08% | 111 |
|
|
2018
Q3 | $4K | Buy |
+238
| New | +$4K | ﹤0.01% | 534 |
|