PVWM
Point View Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.92M | Sell |
39,137
-3,817
| -9% | -$187K | 0.78% | 38 |
|
|
2020
Q3 | $1.8M | Sell |
42,954
-1,219
| -3% | -$51.1K | 0.85% | 28 |
|
|
2020
Q2 | $1.62M | Buy |
44,173
+10,260
| +30% | +$376K | 0.78% | 33 |
|
|
2020
Q1 | $909K | Buy |
33,913
+29,430
| +656% | +$789K | 0.5% | 67 |
|
|
2019
Q4 | $259K | Sell |
4,483
-235
| -5% | -$13.6K | 0.11% | 220 |
|
|
2019
Q3 | $344K | Sell |
4,718
-748
| -14% | -$54.5K | 0.16% | 179 |
|
|
2019
Q2 | $374K | Sell |
5,466
-617
| -10% | -$42.2K | 0.16% | 174 |
|
|
2019
Q1 | $388K | Sell |
6,083
-715
| -11% | -$45.6K | 0.17% | 166 |
|
|
2018
Q4 | $398K | Buy |
6,798
+1,764
| +35% | +$103K | 0.2% | 149 |
|
|
2018
Q3 | $274K | Buy |
5,034
+414
| +9% | +$22.5K | 0.12% | 206 |
|
|
2018
Q2 | $263K | Buy |
+4,620
| New | +$263K | 0.12% | 204 |
|