Pacific Capital Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-765
| Closed | -$45.1K | – | 378 |
|
|
2024
Q4 | $45.1K | Sell |
765
-17
| -2% | -$1K | 0.01% | 160 |
|
|
2024
Q3 | $50.2K | Buy |
782
+17
| +2% | +$1.09K | 0.01% | 155 |
|
|
2024
Q2 | $39.2K | Hold |
765
| – | – | 0.01% | 178 |
|
|
2024
Q1 | $33.3K | Hold |
765
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $38.1K | Buy |
+765
| New | +$38.1K | 0.01% | 150 |
|
|
2020
Q4 | – | Sell |
-765
| Closed | -$32K | – | 196 |
|
|
2020
Q3 | $32K | Buy |
+765
| New | +$32K | 0.02% | 123 |
|