Meridian Wealth Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-729
| Closed | -$39K | – | 1233 |
|
|
2021
Q1 | $39K | Buy |
729
+149
| +26% | +$7.97K | 0.01% | 183 |
|
|
2020
Q4 | $28K | Buy |
580
+6
| +1% | +$290 | 0.01% | 181 |
|
|
2020
Q3 | $24K | Buy |
574
+7
| +1% | +$293 | 0.01% | 191 |
|
|
2020
Q2 | $21K | Buy |
+567
| New | +$21K | 0.01% | 193 |
|
|
2020
Q1 | – | Sell |
-378
| Closed | -$22K | – | 220 |
|
|
2019
Q4 | $22K | Buy |
+378
| New | +$22K | 0.01% | 195 |
|