Morling Financial Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $341K | Sell |
|
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $394K | Hold |
|
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $502K | Hold |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $685K | Buy |
|