Sowell Financial Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
3,251
+121
| +4% | +$7.64K | 0.01% | 962 |
|
|
2025
Q1 | $215K | Buy |
+3,130
| New | +$215K | 0.01% | 908 |
|
|
2021
Q2 | – | Sell |
-729
| Closed | -$39K | – | 2704 |
|
|
2021
Q1 | $39K | Sell |
729
-65
| -8% | -$3.48K | ﹤0.01% | 1765 |
|
|
2020
Q4 | $39K | Buy |
794
+187
| +31% | +$9.19K | ﹤0.01% | 1497 |
|
|
2020
Q3 | $25K | Sell |
607
-115
| -16% | -$4.74K | ﹤0.01% | 1470 |
|
|
2020
Q2 | $26K | Sell |
722
-267
| -27% | -$9.62K | ﹤0.01% | 1383 |
|
|
2020
Q1 | $27K | Buy |
989
+47
| +5% | +$1.28K | ﹤0.01% | 1285 |
|
|
2019
Q4 | $54K | Sell |
942
-42
| -4% | -$2.41K | ﹤0.01% | 1135 |
|
|
2019
Q3 | $72K | Buy |
+984
| New | +$72K | 0.01% | 909 |
|