Resurgent Financial Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,035
| Closed | -$51.6K | – | 474 |
|
|
2023
Q4 | $51.6K | Sell |
1,035
-10
| -1% | -$498 | 0.03% | 327 |
|
|
2023
Q3 | $44K | Hold |
1,045
| – | – | 0.03% | 341 |
|
|
2023
Q2 | $49.4K | Hold |
1,045
| – | – | 0.03% | 329 |
|
|
2023
Q1 | $45.3K | Sell |
1,045
-60
| -5% | -$2.6K | 0.03% | 343 |
|
|
2022
Q4 | $49.8K | Buy |
+1,105
| New | +$49.8K | 0.03% | 421 |
|