SOA Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-107
| Closed | -$4.65K | – | 919 |
|
|
2024
Q1 | $4.65K | Hold |
107
| – | – | ﹤0.01% | 619 |
|
|
2023
Q4 | $5.33K | Hold |
107
| – | – | ﹤0.01% | 592 |
|
|
2023
Q3 | $4.5K | Sell |
107
-3
| -3% | -$126 | ﹤0.01% | 628 |
|
|
2023
Q2 | $5.19K | Hold |
110
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $4.76K | Hold |
110
| – | – | ﹤0.01% | 627 |
|
|
2022
Q4 | $4.95K | Buy |
110
+1
| +0.9% | +$45 | ﹤0.01% | 625 |
|
|
2022
Q3 | $4K | Hold |
109
| – | – | ﹤0.01% | 640 |
|
|
2022
Q2 | $5K | Hold |
109
| – | – | ﹤0.01% | 601 |
|
|
2022
Q1 | $6K | Hold |
109
| – | – | ﹤0.01% | 675 |
|
|
2021
Q4 | $5K | Hold |
109
| – | – | ﹤0.01% | 674 |
|
|
2021
Q3 | $6K | Sell |
109
-1
| -0.9% | -$55 | ﹤0.01% | 673 |
|
|
2021
Q2 | $6K | Sell |
110
-1
| -0.9% | -$55 | ﹤0.01% | 653 |
|
|
2021
Q1 | $5K | Hold |
111
| – | – | ﹤0.01% | 636 |
|
|
2020
Q4 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 616 |
|