OTL
Oak Thistle LLC’s Ventas VTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.58M | Buy |
+24,983
| New | +$1.58M | 0.23% | 159 |
|
2023
Q2 | – | Sell |
-23,759
| Closed | -$1.03M | – | 550 |
|
2023
Q1 | $1.03M | Buy |
+23,759
| New | +$1.03M | 0.61% | 12 |
|
2022
Q4 | – | Sell |
-6,757
| Closed | -$271K | – | 233 |
|
2022
Q3 | $271K | Buy |
+6,757
| New | +$271K | 0.98% | 35 |
|
2022
Q2 | – | Sell |
-4,618
| Closed | -$285K | – | 423 |
|
2022
Q1 | $285K | Buy |
+4,618
| New | +$285K | 0.15% | 275 |
|