Newbridge Financial Services Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.1K | Buy |
144
+1
| +0.7% | +$63 | ﹤0.01% | 913 |
|
2025
Q1 | $9.83K | Buy |
143
+1
| +0.7% | +$69 | ﹤0.01% | 688 |
|
2024
Q4 | $8.36K | Buy |
142
+97
| +216% | +$5.71K | ﹤0.01% | 769 |
|
2024
Q3 | $2.86K | Buy |
45
+1
| +2% | +$64 | ﹤0.01% | 541 |
|
2024
Q2 | $2.27K | Buy |
44
+22
| +100% | +$1.13K | ﹤0.01% | 938 |
|
2024
Q1 | $958 | Sell |
22
-78
| -78% | -$3.4K | ﹤0.01% | 1047 |
|
2023
Q4 | $4.98K | Hold |
100
| – | – | ﹤0.01% | 860 |
|
2023
Q3 | $4.21K | Hold |
100
| – | – | ﹤0.01% | 979 |
|
2023
Q2 | $4.73K | Hold |
100
| – | – | ﹤0.01% | 1018 |
|
2023
Q1 | $4.34K | Sell |
100
-25
| -20% | -$1.08K | ﹤0.01% | 1095 |
|
2022
Q4 | $5.65K | Hold |
125
| – | – | ﹤0.01% | 1038 |
|
2022
Q3 | $5K | Sell |
125
-70
| -36% | -$2.8K | ﹤0.01% | 1059 |
|
2022
Q2 | $10K | Buy |
195
+130
| +200% | +$6.67K | 0.01% | 878 |
|
2022
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 1163 |
|