Lido Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
4,219
+539
| +15% | +$34.3K | ﹤0.01% | 1250 |
|
|
2025
Q1 | $255K | Buy |
3,680
+213
| +6% | +$14.8K | ﹤0.01% | 1180 |
|
|
2024
Q4 | $206K | Sell |
3,467
-215
| -6% | -$12.8K | ﹤0.01% | 1249 |
|
|
2024
Q3 | $236K | Buy |
+3,682
| New | +$236K | ﹤0.01% | 1128 |
|
|
2019
Q4 | – | Sell |
-3,222
| Closed | -$238K | – | 625 |
|
|
2019
Q3 | $238K | Buy |
+3,222
| New | +$238K | 0.01% | 449 |
|