LifePlan Financial Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $50K | Hold |
1,200
| – | – | 0.02% | 245 |
|
|
2020
Q2 | $44K | Sell |
1,200
-1,397
| -54% | -$51.2K | 0.02% | 254 |
|
|
2020
Q1 | $70K | Hold |
2,597
| – | – | 0.04% | 197 |
|
|
2019
Q4 | $150K | Hold |
2,597
| – | – | 0.07% | 153 |
|
|
2019
Q3 | $190K | Hold |
2,597
| – | – | 0.09% | 133 |
|
|
2019
Q2 | $178K | Buy |
2,597
+481
| +23% | +$33K | 0.09% | 134 |
|
|
2019
Q1 | $135K | Hold |
2,116
| – | – | 0.07% | 157 |
|
|
2018
Q4 | $124K | Hold |
2,116
| – | – | 0.08% | 156 |
|
|
2018
Q3 | $115K | Hold |
2,116
| – | – | 0.06% | 170 |
|
|
2018
Q2 | $121K | Sell |
2,116
-1,683
| -44% | -$96.2K | 0.07% | 162 |
|
|
2018
Q1 | $188K | Sell |
3,799
-37
| -1% | -$1.83K | 0.11% | 116 |
|
|
2017
Q4 | $250K | Hold |
3,836
| – | – | 0.16% | 99 |
|
|
2017
Q3 | $250K | Buy |
+3,836
| New | +$250K | 0.16% | 99 |
|