SIA
Soltis Investment Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-22,229
| Closed | -$1.23M | – | 266 |
|
|
2021
Q3 | $1.23M | Sell |
22,229
-15,331
| -41% | -$846K | 0.19% | 107 |
|
|
2021
Q2 | $2.15M | Buy |
37,560
+3,832
| +11% | +$219K | 0.34% | 63 |
|
|
2021
Q1 | $1.8M | Sell |
33,728
-721
| -2% | -$38.5K | 0.33% | 60 |
|
|
2020
Q4 | $1.69M | Buy |
34,449
+4,502
| +15% | +$221K | 0.31% | 58 |
|
|
2020
Q3 | $1.26M | Buy |
29,947
+6,140
| +26% | +$258K | 0.3% | 71 |
|
|
2020
Q2 | $872K | Buy |
23,807
+13,521
| +131% | +$495K | 0.23% | 75 |
|
|
2020
Q1 | $276K | Buy |
10,286
+2,591
| +34% | +$69.5K | 0.09% | 129 |
|
|
2019
Q4 | $444K | Buy |
+7,695
| New | +$444K | 0.09% | 93 |
|