San Francisco Sentry Investment Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-30
| Closed | -$1K | – | 871 |
|
2020
Q1 | $1K | Sell |
30
-13
| -30% | -$433 | ﹤0.01% | 831 |
|
2019
Q4 | $2K | Sell |
43
-43
| -50% | -$2K | ﹤0.01% | 766 |
|
2019
Q3 | $6K | Hold |
86
| – | – | ﹤0.01% | 614 |
|
2019
Q2 | $6K | Sell |
86
-9
| -9% | -$628 | ﹤0.01% | 614 |
|
2019
Q1 | $6K | Sell |
95
-5
| -5% | -$316 | ﹤0.01% | 622 |
|
2018
Q4 | $6K | Buy |
100
+74
| +285% | +$4.44K | ﹤0.01% | 612 |
|
2018
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 866 |
|