RBA
Richard Bernstein Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,841
| Closed | -$510K | – | 221 |
|
|
2019
Q4 | $510K | Hold |
8,841
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $645K | Hold |
8,841
| – | – | 0.02% | 213 |
|
|
2019
Q2 | $604K | Buy |
+8,841
| New | +$604K | 0.02% | 214 |
|
|
2014
Q2 | – | Sell |
-10,868
| Closed | -$658K | – | 271 |
|
|
2014
Q1 | $658K | Hold |
10,868
| – | – | 0.09% | 210 |
|
|
2013
Q4 | $623K | Hold |
10,868
| – | – | 0.13% | 210 |
|
|
2013
Q3 | $668K | Hold |
10,868
| – | – | 0.2% | 187 |
|
|
2013
Q2 | $755K | Buy |
+10,868
| New | +$755K | 0.25% | 144 |
|