Sargent Bickham Lagudis’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.51K | Buy |
145
+2
| +1% | +$90 | ﹤0.01% | 775 |
|
|
2022
Q3 | $6K | Buy |
143
+26
| +22% | +$1.09K | ﹤0.01% | 767 |
|
|
2022
Q2 | $6K | Buy |
117
+1
| +0.9% | +$51 | ﹤0.01% | 780 |
|
|
2022
Q1 | $7K | Buy |
116
+1
| +0.9% | +$60 | ﹤0.01% | 762 |
|
|
2021
Q4 | $6K | Buy |
115
+1
| +0.9% | +$52 | ﹤0.01% | 782 |
|
|
2021
Q3 | $6K | Buy |
114
+1
| +0.9% | +$53 | ﹤0.01% | 796 |
|
|
2021
Q2 | $6K | Hold |
113
| – | – | ﹤0.01% | 786 |
|
|
2021
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 781 |
|
|
2020
Q4 | $6K | Hold |
113
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $5K | Sell |
113
-31
| -22% | -$1.37K | ﹤0.01% | 668 |
|
|
2020
Q2 | $5K | Sell |
144
-225
| -61% | -$7.81K | ﹤0.01% | 651 |
|
|
2020
Q1 | $10K | Hold |
369
| – | – | ﹤0.01% | 559 |
|
|
2019
Q4 | $21K | Buy |
369
+2
| +0.5% | +$114 | ﹤0.01% | 519 |
|
|
2019
Q3 | $27K | Buy |
367
+1
| +0.3% | +$74 | ﹤0.01% | 428 |
|
|
2019
Q2 | $25K | Buy |
366
+1
| +0.3% | +$68 | ﹤0.01% | 457 |
|
|
2019
Q1 | $23K | Buy |
365
+2
| +0.6% | +$126 | ﹤0.01% | 495 |
|
|
2018
Q4 | $21K | Buy |
363
+257
| +242% | +$14.9K | ﹤0.01% | 481 |
|
|
2018
Q3 | $6K | Buy |
106
+2
| +2% | +$113 | ﹤0.01% | 678 |
|
|
2018
Q2 | $6K | Buy |
104
+1
| +1% | +$58 | ﹤0.01% | 655 |
|
|
2018
Q1 | $5K | Sell |
103
-264
| -72% | -$12.8K | ﹤0.01% | 670 |
|
|
2017
Q4 | $22K | Buy |
367
+1
| +0.3% | +$60 | ﹤0.01% | 486 |
|
|
2017
Q3 | $24K | Sell |
366
-134
| -27% | -$8.79K | ﹤0.01% | 473 |
|
|
2017
Q2 | $35K | Buy |
+500
| New | +$35K | ﹤0.01% | 413 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$71 | – | 758 |
|
|
2016
Q3 | $71 | Buy |
+1,000
| New | +$71 | 0.01% | 296 |
|