MFG
Mendota Financial Group’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,013
| Closed | -$59.7K | – | 360 |
|
|
2024
Q4 | $59.7K | Sell |
1,013
-1,130
| -53% | -$66.5K | 0.04% | 137 |
|
|
2024
Q3 | $137K | Sell |
2,143
-2,909
| -58% | -$187K | 0.07% | 93 |
|
|
2024
Q2 | $259K | Sell |
5,052
-4,014
| -44% | -$206K | 0.14% | 47 |
|
|
2024
Q1 | $395K | Sell |
9,066
-195
| -2% | -$8.49K | 0.23% | 43 |
|
|
2023
Q4 | $462K | Hold |
9,261
| – | – | 0.36% | 41 |
|
|
2023
Q3 | $390K | Hold |
9,261
| – | – | 0.41% | 29 |
|
|
2023
Q2 | $438K | Sell |
9,261
-3,024
| -25% | -$143K | 0.49% | 25 |
|
|
2023
Q1 | $759K | Buy |
12,285
+839
| +7% | +$51.8K | 0.76% | 22 |
|
|
2022
Q4 | $516K | Buy |
+11,446
| New | +$516K | 0.66% | 21 |
|