Principal Securities’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
5,630
+528
| +10% | +$33.3K | 0.01% | 997 |
|
|
2025
Q1 | $300K | Hold |
5,102
| – | – | 0.01% | 969 |
|
|
2024
Q4 | $300K | Buy |
5,102
+562
| +12% | +$33.1K | 0.01% | 963 |
|
|
2024
Q3 | $291K | Buy |
4,540
+378
| +9% | +$24.2K | 0.01% | 946 |
|
|
2024
Q2 | $213K | Sell |
4,162
-155
| -4% | -$7.95K | 0.01% | 1017 |
|
|
2024
Q1 | $188K | Buy |
4,317
+153
| +4% | +$6.66K | 0.01% | 1036 |
|
|
2023
Q4 | $208K | Buy |
+4,164
| New | +$208K | 0.01% | 923 |
|