Money Concepts Capital’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,850
| Closed | -$173K | – | 2863 |
|
|
2022
Q4 | $173K | Buy |
3,850
+1,871
| +95% | +$84.3K | 0.01% | 754 |
|
|
2022
Q3 | $80K | Sell |
1,979
-4
| -0.2% | -$162 | ﹤0.01% | 618 |
|
|
2022
Q2 | $105K | Sell |
1,983
-885
| -31% | -$46.9K | 0.01% | 555 |
|
|
2022
Q1 | $177K | Buy |
+2,868
| New | +$177K | 0.01% | 789 |
|