Lourd Capital’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,792
| Closed | -$398K | – | 289 |
|
|
2018
Q4 | $398K | Buy |
6,792
+566
| +9% | +$33.2K | 0.03% | 148 |
|
|
2018
Q3 | $339K | Buy |
+6,226
| New | +$339K | 0.02% | 193 |
|
|
2018
Q1 | – | Sell |
-12,319
| Closed | -$739K | – | 331 |
|
|
2017
Q4 | $739K | Buy |
+12,319
| New | +$739K | 0.05% | 103 |
|