Parcion Private Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $557K | Buy |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $516K | Buy |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $407K | Sell |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $407K | Hold |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $376K | Hold |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $394K | Buy |
|